Unclaimed Profile

Edward Waring Karppi

MANGHAM ASSOCIATES, INC.·CHARLOTTESVILLE, Virginia

Clean record12 years registeredMANGHAM ASSOCIATES, INC.

630 PETER JEFFERSON PARKWAY, CHARLOTTESVILLE, VA 22911CRD# 6305782Firm CRD# 106300

Profile Verification

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

Identity

Edward Waring Karppi · CHARLOTTESVILLE, VA

Registration

CRD #6305782 · MANGHAM ASSOCIATES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

VERDENCE CAPITAL ADVISORS, LLC

Mar 2022 – present

MANGHAM ASSOCIATES, INC.

Jan 2016 – Oct 2021

CHARLOTTESVILLE, VA

STRATEGENT FINANCIAL, LLC

Mar 2014 – Dec 2015

Washington, DC

Registrations & Exams

Registration record

First registered · March 10, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANGHAM ASSOCIATES, INC.

CRD 106300 · SEC 801-45852

AUM

$840M

Regulatory assets under management

Employees

27 client accounts

Services offered by MANGHAM ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at MANGHAM ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Edward Waring Karppi offer?

Edward Waring Karppi specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.

What are Edward Waring Karppi's credentials?

Edward Waring Karppi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Waring Karppi located?

Edward Waring Karppi is based in CHARLOTTESVILLE, Virginia, working with MANGHAM ASSOCIATES, INC.. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.

How does Edward Waring Karppi charge for services?

Edward Waring Karppi'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 MANGHAM ASSOCIATES, INC.?

MANGHAM ASSOCIATES, INC. has approximately 10 employees and manages $840M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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