Overview
Assets Under Management: $414 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 101
Average Client Assets: $2.2 million
Frequently Asked Questions
KARSTEN ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158571), KARSTEN ADVISORS is subject to fiduciary duty under federal law.
KARSTEN ADVISORS is headquartered in FORT WORTH, TX.
KARSTEN ADVISORS serves 101 high-net-worth clients according to their SEC filing dated June 08, 2018. View client details ↓
According to their SEC Form ADV, KARSTEN ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KARSTEN ADVISORS manages $414 million in client assets according to their SEC filing dated June 08, 2018.
According to their SEC Form ADV, KARSTEN ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.30%
Average Client Assets: $2.2 million
Total Client Accounts: 1,915
Discretionary Accounts: 1,915
Regulatory Filings
CRD Number: 158571
Filing ID: 1222913
Last Filing Date: 2018-06-08 18:51:00