433 Plaza Real
Suite 275
Boca Raton, Florida 33432
Tel: 847-503-9393
KARLOV STREET CAPITAL, LLC, formally registered with the SEC as KARLOV STREET CAPITAL, LLC. The firm was established in 07/28/2023. They have over 1 offices throughout the country.
KARLOV STREET CAPITAL, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $257,153,982 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288910 |
| SEC# | 801-128419 |
| Assets Managed by Firm | $257,153,982 |
| No. of Clients | 26 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 26 | $257,153,982 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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