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Karp Capital Management Corporation

Overview

Assets

Assets

Last updated on Sept. 6, 2019
    • $352.4M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 185
      number of clients
    • $1.9M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Other
    • -Publication of Periodicals or Newsletters

Firm Client types

Advisors

Current Advisors

# of advisors

3

name start date
Erik R Midas
October 2017
Robert Elkins Driscoll
February 2016
Michael Cody Attaway
September 2019

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Peter Christopher Karp Trustee June, 2006 50% to 75%
    Leah Fakesh Karp Trustee June, 2006 50% to 75%
    Merri Sue Weiner Chief Compliance Officer December, 2005 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees