KARAGOSIAN FINANCIAL SERVICES, INC
  • KARAGOSIAN FINANCIAL SERVICES, INC

Adviser Profile

As of Date 03/09/2026
Registration SEC, Approved, 07/01/2021
Other registrations (3)
ADV Location CROTON ON HUDSON, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 26,789,020 6%
of that, discretionary 25,789,089 11%
Number of Employees 1 -50%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 505,453 8%
% High Net Worth 23.08% -22%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

29M 25M 21M 17M 12M 8M 4M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SAGE ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM575.1m #Funds-
Adviser ACCREDITED WEALTH MANAGEMENT LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM158.9m #Funds-
Adviser MAXWELL WEALTH Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM290.0m #Funds-
Adviser TOWER WEALTH PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM440.4m #Funds-
Adviser JAMES RIVER ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM273.8m #Funds-
Adviser PROFESSIONAL PLANNING GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.3b #Funds-
Adviser SOVEREIGN FINANCIAL GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser CLARIS FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM330.2m #Funds-
Adviser AMERICAN INVESTORS CO Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM630.7m #Funds-
Adviser KINGSBURY CAPITAL INVESTMENT ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM162.0m #Funds-

Brochure Summary