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Karafin Arthur Sheldon (Bala Cynwyd)


Karafin Arthur Sheldon is a large advisory firm based in Bala Cynwyd. It manages $450 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Karafin Arthur Sheldon provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Karafin Arthur Sheldon: assets under management

The assets under management (AUM) of Karafin Arthur Sheldon is $450 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $450 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Karafin Arthur Sheldon for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bala Cynwyd

The principal office where Karafin Arthur Sheldon performs its advisory services is located at 401 City Avenue, Suite 200, Bala Cynwyd, PA 19004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-668-1600 or by fax 610-664-9449. The normal business hours are 8:00 a.m.to 5:00 p.m. on Monday - Friday.


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