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Building 2THE KARRAS COMPANY, INC.

Map pinROY, UT
Phone801-825-3000
NotebookSEC #801-55317
Total AUM
$372.9M
Employees
7
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4695 SOUTH 1900 WEST
SUITE 3
ROY
UT 84067
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
801-825-3000

ReceiptFinancials

Total AUM
$372.9M
Accounts
781
Discretionary
$328.6M
Accounts
491
Non-Discretionary
$44.3M
Accounts
290

ContactClients

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Individual Clients
156
AUM
$54.9M
HNW Individual Clients
93
AUM
$312.4M
Charitable Organization Clients
2
AUM
$5.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER/MANAGER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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