|
⚲
|
| The Karras Company Inc
✚
|
|
|---|---|
| CRD # | 109578 |
| SEC # | 801-55317 |
| CIK # | |
| AUM | $315.2 MM (2024-03-28) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 801-825-3000 |
| Address | 4695 South 1900 West Roy, UT 84067 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 206.9 |
| (b) Individuals (high net worth individuals) | 11 | 108.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 717 | 315.2 |
| By Discretionary | ||
| Discretionary | 505 | 287.2 |
| Non-Discretionary | 212 | 28.0 |
| Total | 717 | 315.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.2 | |
| Total | 717 | 315.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Familywealth Advisers LLC
✚
|
FL | 0.3 |
|
River Street Advisors LLC
✚
|
IL | 0.3 |
|
PhiloSmith Capital Corporation
✚
|
CT | 0.3 |
|
Snider Retirement Strategies Inc
✚
|
WA | 0.3 |
|
MPWM Advisory Solutions LLC
✚
|
GA | 0.3 |
|
Lifesteps Financial Inc
✚
|
CA | 0.3 |
|
LPWM LLC
✚
|
MN | 0.3 |
|
Summit Wealth Advocates LLC
✚
|
MN | 0.3 |
|
TJT Capital Group LLC
✚
|
CT | 0.3 |
|
Garrison Asset Management LLC
✚
|
AR | 0.3 |