K
$17.3M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
39 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-1986
- Office Locations
- 1
Office Locations
-- DEL MAR CA
About Karafilis Investments Corporation
Karafilis Investments Corporation is a DEL MAR-based RIA. The firm has been operating for 39 years. Managing $17.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$8.7M AVG AUM / ADVISOR
$788.0K AVG AUM / CLIENT
16 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
39yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREA KARAFILIS
Financial Advisor, President
- CRD
- #4970527
- Ownership
- 75% or more
Available
Available
Available
M
MILTON KARAFILIS
DIRECTOR, Owner
- CRD
- #4966654
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,336,166 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,336,166 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing