KARAGOSIAN FINANCIAL SERVICES, INC
KARAGOSIAN FINANCIAL SERVICES, INC of CROTON ON HUDSON, NY is an SEC-registered investment adviser (CRD 124532). Regulatory assets under management: $26.8M.
Registration
- CRD: 124532
- SEC file number: 801-121523
- Type: Registered investment adviser
- 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 | — |
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