KNUFF & COMPANY LLC

950 Tower Lane
Suite 1525
Foster City, California 94404
Tel: 650-832-9010

About KNUFF & COMPANY LLC

KNUFF & COMPANY LLC, formally registered with the SEC as KNUFF & COMPANY LLC. The firm was established in 09/06/2018. They have over 1 offices throughout the country.

KNUFF & COMPANY LLC is a Foster City, California based Financial Planning firm with nearly $308,459,382 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298203
SEC#	801-113925
Assets Managed by Firm	$308,459,382
No. of Clients	25
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	25	$308,459,382
High net worth individuals	24	$300,500,361

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