THE KARRAS COMPANY, INC. - Financial Advisor in Utah, Roy

Tel: 801-825-3000 4695 South 1900 West Suite 3 Roy, Utah 84067

About THE KARRAS COMPANY, INC.

THE KARRAS COMPANY, INC. is a Roy, Utah based financial advisory firm with nearly $349,820,509 in assets under management and provides investment advisory services for 742 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

109578

Firm SEC#:

801-55317

Assets Under Management:

$349,820,509

No. of Clients:

742

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY ADVISER/MANAGER FEES)

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