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Karagosian Financial Services, Inc

● SEC registered since 2021CRD 124532SEC# 801-121523Croton on Hudson, NY
Export (members)
Reg. AUM
$26.7M
Employees
2
Accounts
55
Location
Croton on Hudson, NY

Karagosian Financial Services, Inc assets under management

Karagosian Financial Services, Inc is an SEC-registered investment adviser based in Croton on Hudson, NY. The firm has been registered since 2021. It reports $26.7 million in regulatory assets under management and employs 2 people.

Karagosian Financial Services, Inc owners & executives

2 reported
NameTitleOwnershipSince
Seaver Thomas Wang ControlPresidentOver 75%2010
Seaver Thomas Wang ControlChief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Karagosian Financial Services, Inc manage?

Karagosian Financial Services, Inc reports $26.7 million in regulatory assets under management on its Form ADV.

How many employees does Karagosian Financial Services, Inc have?

Karagosian Financial Services, Inc reports 2 employees.

Where is Karagosian Financial Services, Inc located?

Karagosian Financial Services, Inc is based in Croton on Hudson, NY and has been SEC-registered since 2021.

Does Karagosian Financial Services, Inc disclose fund performance?

Karagosian Financial Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Baltic Place 201d, Croton on Hudson, NY 10520
Phone212-213-1898
Fax646-233-0684
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$24.5M
Non-discretionary$2.2M
Total (RAUM)$26.7M