DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
THE KARRAS COMPANY, INC.
Tel: 801-825-3000
4695 South 1900 West Suite 3
Roy, Utah 84067
THE KARRAS COMPANY, INC.
THE KARRAS COMPANY, INC. is a Roy, Utah based financial advisory firm with nearly $349,820,509 in assets under management and provides investment advisory services for 742 clients. There are currently 7 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER/MANAGER FEE
Firm CRD#:
109578
SEC#:
801-55317
No. of Clients:
742
Assets under Management
$349,820,509
No. of Advisors:
7
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