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Home > Retirement Planners > connecticut > greenwich > KARPREILLY, LLC
KARPREILLY, LLC
102 Greenwich Ave
2nd Floor
Greenwich, Connecticut 06830
Tel: 203-504-9900
About KARPREILLY, LLC
KARPREILLY, LLC, formally registered with the SEC as KARPREILLY, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
KARPREILLY, LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $955,055,909 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161169 |
| SEC# | 801-73281 |
| Assets Managed by Firm | $955,055,909 |
| No. of Clients | 7 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (FEES FROM PORTFOLIO COMPANIES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $955,055,909 |
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