Karpus Investment Management

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Trust Score 98%
Trust Score  info_outline

Karpus Investment Management, federally registered in 1987, is a Registered Investment Advisor (RIA) in 39 state(s) with a licensed staff of 1 advisors. Karpus Investment Management manages $3.4 billion and provides investment advisory services for 1,454 clients (1:1454 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor George William Karpus
Avg Advisor Trust Score 99
Avg Advisor Years Registered 9
Minimum Investment $500,000
Average Client Balance $2,368,236
Total AUM $3.4 billion
Advisor / Client Ratio 1:1454
Headquarters 183 Sully's Trail Pittsford, NY 14534
SEC Filings Forms and Brochures    (CRD # 110275)
State(s) Registered AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KY, LA, ME, MD, MA, MI, MN, NV, NH, NJ, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, VT, VA, WA, WV, WI

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