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401KARAT
CHAIRVOLOTTI FINANCIAL, INC.
CRD 305825
631 SOUTH ORLANDO AVENUE, SUITE 103, WINTER PARK, FL, 32789, United States
Phone
(321) 280-8400
Fax
(321) 406-1592
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
MODEL PORTFOLIO MANAGEMENT IS OFFERED TO RETIREMENT PLANS, PLAN SPONSORS, AND PLAN PARTICIPANTS.
All web addresses on file
- https://www.linkedin.com/company/401karat/?trk=similar-pages
- http://www.401karat.com/
- https://www.facebook.com/401karat
- https://www.cfretirement.com/
- https://www.linkedin.com/company/chairvolotti-financial/
- https://www.facebook.com/chairvolottifinancial/
- https://twitter.com/401karat
- https://www.instagram.com/401karat
Official SEC filing: View on IAPD