Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
San Francisco, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$550,000,000.00
# of Accounts
900
Avg Client Age
60
Overview

Karp Capital Management was established in 2004. We are an RIA, registered with the SEC. We are based in Sausalito, California. We have approximately $550M under management and approximately $225M in corporate retirement accounts that we advise on. We'd like to talk to anyone who's interested in selling a practice and wants to discuss a succession plan. We'd also like to hear from you if you are interested in rolling a practice into ours. We run a tight ship operationally and have the bandwidth to absorb a practice (advisor and all) into our operation.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...