$83.6M Total AUM
$83.6M Disc. AUM
-- 3Y CAGR
1 Employees
119 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2010
- Office Locations
- 1
Office Locations
8020 East Gelding Drive Suite 106 Scottsdale AZ
About Karpinski Financial, LLC
Karpinski Financial, LLC is an owner-led Scottsdale, AZ RIA serving retail investors, including entrepreneurs, with financial planning, investment planning, portfolio construction and ongoing asset management. The firm emphasizes active management and asset allocation using ETFs and public funds, with custody relationships including Charles Schwab.
Team overview
51 AVG AGE
$83.6M AVG AUM / ADVISOR
$702.5K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOEL LEE KARPINSKI
Chief Compliance Officer, Owner
- CRD
- #4455779
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,597,489 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,597,489 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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