KARPUS INVESTMENT MANAGEMENT

183 Sully'S Trail
Pittsford, New York 14534
Tel: 585-586-4680

About KARPUS INVESTMENT MANAGEMENT

KARPUS INVESTMENT MANAGEMENT, formally registered with the SEC as KARPUS INVESTMENT MANAGEMENT. The firm was established in 03/05/1987. They have over 2 offices throughout the country.

KARPUS INVESTMENT MANAGEMENT is a Pittsford, New York based Financial Planning firm with nearly $3,951,184,737 assets under management, offering retirement planning & investment advisory services to 2208 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110275
SEC#	801-29607
Assets Managed by Firm	$3,951,184,737
No. of Clients	2208
No. of Advisors	38

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2208	$3,951,184,737
Individuals (other than high net worth individuals)	935	$405,481,967
High net worth individuals	652	$2,259,546,906
Pension and profit sharing plans	54	$531,686,614
Charitable organizations	47	$191,574,185
Corporations or other businesses	67	$501,608,203

More Retirement Planning firms in Pittsford, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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