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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Karagosian Financial Services Inc
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|---|---|
| CRD # | 124532 |
| SEC # | 801-121523 |
| CIK # | |
| AUM | $26.7 M (2025-03-06) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 212-213-1898 |
| Address | 1 Baltic Place 201D Croton on Hudson, NY 10520 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 8.3 |
| (b) Individuals (high net worth individuals) | 16 | 17.1 |
| (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 | 1.4 |
| (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 | 55 | 26.7 |
| By Discretionary | ||
| Discretionary | 47 | 24.5 |
| Non-Discretionary | 8 | 2.2 |
| Total | 55 | 26.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.7 | |
| Total | 55 | 26.7 |
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|---|---|---|
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|
Rosecliff Capital Advisory LLC
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|
RM Investment Strategies LLC
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|
MI | 0.0 |
|
Legado Wealth Management LLC
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|
NY | 0.0 |
|
Rocky Mountain LIFT Asset Management LLC
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|
CO | 0.0 |
|
Lotus Holdings LLC
✚
|
NY | 0.0 |