# KARAGOSIAN FINANCIAL SERVICES, INC

KARAGOSIAN FINANCIAL SERVICES, INC of CROTON ON HUDSON, NY is an SEC-registered investment adviser.

## Registration

- CRD: 124532
- Type: SEC-registered investment adviser
- SEC file number: 801-121523
- Location: 1 BALTIC PLACE 201D, CROTON ON HUDSON, NY, 10520
- Phone: 212-213-1898
- Latest filing: 2026-03-09
- Regulatory AUM: $26.8M
- Discretionary AUM: $25.8M
- Non-discretionary AUM: $1000K
- Clients: 1
- Accounts: 53

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Wang Patrick Thomas | CHIEF COMPLIANCE OFFICER; PRESIDENT | Sausalito, CA |
| Seaver Thomas Wang | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124532/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124532/similar
- Related entities: https://search.stillhousedata.com/firm/124532/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124532

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.