Karagosian Financial Services Inc

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Karagosian Financial Services Inc
CRD #124532
SEC #801-121523
CIK #
AUM 26.8 M (2026-03-09)
Employees 1 (100% Investors, 100% Brokers)
Fees
Minimum
Phone212-213-1898
Address1 Baltic Place 201D
Croton on Hudson, NY 10520
Source [IAPD] [Website]
Total AUM ($M)
40322416802010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 40 9.3
(b) Individuals (high net worth individuals) 12 17.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 53 26.8
By Discretionary
Discretionary 48 25.8
Non-Discretionary 5 1.0
Total 53 26.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 26.7
Total 53 26.8
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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