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The Karras Company

EST. AUM
$372,856,014

CONTACTS
2

CLIENT ACCOUNTS
781

Firm Details

Metro area Salt Lake City
CRD Number 109578
Website thekarrascompany.com
Client types

Overview

The Karras Company offers financial planning and investment advisory services to a diverse clientele, including individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm provides ongoing advice and investment management tailored to each client's unique needs. Through personal consultations, Karras Company collaborates with clients to establish goals and objectives that align with their investment time horizon, risk tolerance, and core financial values. The firm aids clients in formulating their personal investment policies and subsequently creates and manages portfolios in accordance with those policies.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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