Overview
Assets Under Management: $350 million
Headquarters: ROY, UT
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Frequently Asked Questions
THE KARRAS COMPANY, INC. 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 #109578), THE KARRAS COMPANY, INC. is subject to fiduciary duty under federal law.
THE KARRAS COMPANY, INC. is headquartered in ROY, UT.
THE KARRAS COMPANY, INC. serves 91 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, THE KARRAS COMPANY, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
THE KARRAS COMPANY, INC. manages $350 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, THE KARRAS COMPANY, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 742
Discretionary Accounts: 498
Non-Discretionary Accounts: 244
Regulatory Filings
CRD Number: 109578
Last Filing Date: 2025-02-28 00:00:00
Website: https://raymondjames.com