Karafilis Investments Corporation
Firm details
- Headquarters
- ,
- CRD number
- 134622
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.86%
- Individuals9.78%
- Corporations / Businesses2.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Karafilis Investments Corporation is an independent, individual-owned registered investment adviser that provides fee-based portfolio management primarily to individual and family clients and small businesses, with some institutional relationships. The firm charges a percentage-of-assets fee and focuses on discretionary portfolio management rather than running pooled investment products. It does not present itself as an ESG-focused manager and its advisory activities center on direct portfolio construction for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
2 of 2Andrea Karafilis
PresidentCRD 4970527
Milton Karafilis
DirectorCRD 4966654
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Archway Private Wealth LLC
RIAManchester
Millers Financial Group, LLC
RIALancaster, PA
Cleartree Asset Management, Inc.
RIATampa, FL
Somerset Wealth Management, LLC
RIAPortland, OR
Cone Advisory Group, Inc.
RIAAyden, NC
WI Partners, LLC
RIABoston, MA