401KARAT

401KARAT of WINTER PARK, FL is an SEC-registered investment adviser (CRD 305825).

Registration

• CRD: 305825
• Type: Registered investment adviser
• Location: 631 SOUTH ORLANDO AVENUE, WINTER PARK, FL, 32789
• Phone: (321) 280-8400
• Latest filing: 2026-02-19
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search