Unclaimed Profile

Allan William Karp

KARPREILLY, LLC·GREENWICH, Connecticut

Clean recordKARPREILLY, LLC

102 GREENWICH AVE, GREENWICH, CT 06830CRD# 1825216Firm CRD# 161169

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allan William Karp · GREENWICH, CT

Registration

CRD #1825216 · KARPREILLY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allan William Karp is a registered financial advisor based in GREENWICH, Connecticut, affiliated with KARPREILLY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KARPREILLY, LLC

AUM

$955M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KARPREILLY, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: FEES FROM PORTFOLIO COMPANIES

Regulatory

SEC/IARD CRD# 1825216

Firm CRD# 161169

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Frequently Asked Questions

What services does Allan William Karp offer?

Allan William Karp specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.

What are Allan William Karp's credentials?

Allan William Karp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allan William Karp located?

Allan William Karp is based in GREENWICH, Connecticut, working with KARPREILLY, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.

How does Allan William Karp charge for services?

Allan William Karp's firm is compensated through percentage of aum, performance-based fees, other: fees from portfolio companies. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KARPREILLY, LLC?

KARPREILLY, LLC has approximately 18 employees and manages $955M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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