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Matthew Paul Karpas

KARPAS STRATEGIES LLC·LITCHFIELD, Connecticut
Clean recordKARPAS STRATEGIES LLC
33 WEST STREET, REAR, LITCHFIELD, CT 06759CRD# 1944507Firm CRD# 108139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Paul Karpas · LITCHFIELD, CT
Registration
CRD #1944507 · KARPAS STRATEGIES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Paul Karpas is a registered financial advisor based in LITCHFIELD, Connecticut, affiliated with KARPAS STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KARPAS STRATEGIES LLC
KARPAS STRATEGIES LLC
AUM
$401M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at KARPAS STRATEGIES LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1944507
Firm CRD# 108139
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Paul Karpas offer?
Matthew Paul Karpas specializes in Investment Management. Contact their office in LITCHFIELD, Connecticut for a consultation.
What are Matthew Paul Karpas's credentials?
Matthew Paul Karpas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Karpas located?
Matthew Paul Karpas is based in LITCHFIELD, Connecticut, working with KARPAS STRATEGIES LLC. Their office serves clients in the LITCHFIELD metropolitan area and surrounding communities.
How does Matthew Paul Karpas charge for services?
Matthew Paul Karpas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KARPAS STRATEGIES LLC?
KARPAS STRATEGIES LLC has approximately 2 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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