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Karen M Japngie

OPTIMUM GROWTH ADVISORS, LLC·N. MERRICK, New York
Unclaimed Profile
1745 MERRICK AVE, N. MERRICK, NY 11566CRD# 862077Firm CRD# 108008
01

About

Karen M Japngie is a registered financial advisor based in N. MERRICK, New York, affiliated with OPTIMUM GROWTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OPTIMUM GROWTH ADVISORS, LLC
OPTIMUM GROWTH ADVISORS,LLC
AUM
$141M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 862077
Firm CRD# 108008
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen M Japngie offer?
Karen M Japngie specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in N. MERRICK, New York for a consultation.
What are Karen M Japngie's credentials?
Karen M Japngie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen M Japngie located?
Karen M Japngie is based in N. MERRICK, New York, working with OPTIMUM GROWTH ADVISORS, LLC. Their office serves clients in the N. MERRICK metropolitan area and surrounding communities.
How does Karen M Japngie charge for services?
Karen M Japngie's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMUM GROWTH ADVISORS, LLC?
OPTIMUM GROWTH ADVISORS, LLC has approximately 4 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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