← Back to searchVisit website
KARAGOSIAN FINANCIAL SERVICES, INC
CRD 124532 · SEC 801-121523
1 BALTIC PLACE 201D, CROTON ON HUDSON, NY, 10520, United States
Phone
212-213-1898
Fax
646-233-0684
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.8M
Discretionary AUM
$25.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $9.3M |
| High net worth individuals | 12 | $17.5M |
States served
NJ, NY, TX, CT
All web addresses on file
Official SEC filing: View on IAPD