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Home > Retirement Planners > utah > roy > THE KARRAS COMPANY, INC.
THE KARRAS COMPANY, INC.
4695 South 1900 West
Suite 3
Roy, Utah 84067
Tel: 801-825-3000
About THE KARRAS COMPANY, INC.
THE KARRAS COMPANY, INC, formally registered with the SEC as THE KARRAS COMPANY, INC. The firm was established in 03/20/1998. They have over 1 offices throughout the country.
THE KARRAS COMPANY, INC. is a Roy, Utah based Financial Planning firm with nearly $349,820,509 assets under management, offering retirement planning & investment advisory services to 742 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109578 |
| SEC# | 801-55317 |
| Assets Managed by Firm | $349,820,509 |
| No. of Clients | 742 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD PARTY ADVISER/MANAGER FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 742 | $349,820,509 |
| Individuals (other than high net worth individuals) | 173 | $57,713,618 |
| High net worth individuals | 91 | $292,106,891 |
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|---|---|---|---|
| $47,001,314,000 | 132 | 2300 | |
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| $8,777,551,735 | 33539 | 17 | |
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| $6,672,033,386 | 1963 | 24 |
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