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Brett Nolan Karras

THE KARRAS COMPANY, INC.·ROY, Utah
Clean recordTHE KARRAS COMPANY, INC.
4695 SOUTH 1900 WEST, ROY, UT 84067CRD# 2313758Firm CRD# 109578

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Nolan Karras · ROY, UT
Registration
CRD #2313758 · THE KARRAS COMPANY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brett Nolan Karras is a registered financial advisor based in ROY, Utah, affiliated with THE KARRAS COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE KARRAS COMPANY, INC.
THE KARRAS COMPANY, INC.
AUM
$315M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THE KARRAS COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: THIRD PARTY ADVISER/MANAGER FEES
Regulatory
SEC/IARD CRD# 2313758
Firm CRD# 109578
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett Nolan Karras offer?
Brett Nolan Karras specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROY, Utah for a consultation.
What are Brett Nolan Karras's credentials?
Brett Nolan Karras is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Nolan Karras located?
Brett Nolan Karras is based in ROY, Utah, working with THE KARRAS COMPANY, INC.. Their office serves clients in the ROY metropolitan area and surrounding communities.
How does Brett Nolan Karras charge for services?
Brett Nolan Karras's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE KARRAS COMPANY, INC.?
THE KARRAS COMPANY, INC. has approximately 7 employees and manages $315M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE KARRAS COMPANY, INC.

Nolan Eldon Karras
ROY, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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