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KARPUS MANAGEMENT INC
KARPUS MANAGEMENT INC
KARPUS INVESTMENT MANAGEMENT
PITTSFORD, New York
·
5 registered advisors
·
CRD# 110275
SEC# 801-29607
1
585-586-4680
01
Firm Overview
AUM
$4.0B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at KARPUS MANAGEMENT INC
5 registered advisors
Daniel Lee Lippincott
PITTSFORD, New York
CRD# 6019452
David Anthony D'ambrosio
PITTSFORD, New York
CFP
CRD# 4056925
George William Karpus
PITTSFORD, New York
CRD# 2356404
Iii William Dostman
PITTSFORD, New York
CFP
CRD# 6019461
Jodi Lee Hedberg
PITTSFORD, New York
CRD# 2726691
05
Office Locations
PITTSFORD, New York
5 advisors
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Data sourced from SEC Form ADV filings. KARPUS MANAGEMENT INC (CRD# 110275) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.