CRD: 124532
Karagosian Financial Services, INC
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- Custodian
- Interactive Brokers · Nationwide · Pershing
- Clients
- Retail and Institutional
- Platforms
- Pioneer focusFrontier
- Established Date
- 01-29-2003
- Office Locations
- 1
Office Locations
About Karagosian Financial Services, INC
Karagosian Financial Services is an independent RIA providing custom, long-term portfolio management through separately managed, discretionary accounts. The firm emphasizes innovative research and a disciplined process, building diversified allocations across equities, fixed income, and alternative assets. KFS serves individuals, financial advisors, and institutions as a fiduciary; brokerage and insurance are handled through Nationwide Planning Associates (FINRA/SIPC) via non-affiliated entities.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SEAVER THOMAS WANG
Chief Investment Officer, President
- CRD
- #4643543
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,789,089 | $537,273 |
| Non-Discretionary | $999,931 | $199,986 |
| Total | $26,789,020 | $505,453 |
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Separately Managed Accounts
Total SMA Asset: $26,789,020
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $86,265,120 | 18.0% |
| Public Funds | $57,030,829 | 11.9% |
| Cash | $182,115,253 | 38.0% |
| U.S. Government/Agency | $90,578,376 | 18.9% |
| Corporate - Investment Grade | $63,261,089 | 13.2% |
| Total | $479,250,667 | 100.0% |