AdvisorOS Directory
Claim Profile
KD

Karen Dizon

CARMENTA MANAGEMENT LLC·MIAMI, Florida
Unclaimed Profile
1001 BRICKELL BAY DRIVE, MIAMI, FL 33131CRD# 4980668Firm CRD# 282026
01

About

Karen Dizon is a registered financial advisor based in MIAMI, Florida, affiliated with CARMENTA MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CARMENTA MANAGEMENT LLC
CARMENTA MANAGEMENT LLC
AUM
$108M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CARMENTA MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: REIMBURSEMENT OF COSTS
Regulatory
SEC/IARD CRD# 4980668
Firm CRD# 282026
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Karen Dizon offer?
Karen Dizon specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Karen Dizon's credentials?
Karen Dizon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Dizon located?
Karen Dizon is based in MIAMI, Florida, working with CARMENTA MANAGEMENT LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Karen Dizon charge for services?
Karen Dizon's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARMENTA MANAGEMENT LLC?
CARMENTA MANAGEMENT LLC is a registered investment adviser with the SEC, managing $108M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIAMI
Edwin Andres Fermin — EFG ASSET MANAGEMENT (AMERICAS) CORP.Lansing Alden Davis — ACCIAL CAPITAL MANAGEMENT LLCJames Richard Malone — BOYNE CAPITAL ADVISORS, LLCJosephine Santos Jimenez — CHANNING GLOBAL ADVISORS, LLCMarcelo A Alvarez — EFG CAPITAL ADVISORS LLC
Nearby cities in Florida
TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile