KNOX LANE LP

655 Montgomery Street, Suite 1905
San Francisco, California 94111-2634
Tel: (415) 651-2279

About KNOX LANE LP

KNOX LANE LP, formally registered with the SEC as KNOX LANE LP. The firm was established in 02/18/2020. They have over 1 offices throughout the country.

KNOX LANE LP is a San Francisco, California based Financial Planning firm with nearly $2,537,488,890 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306657
SEC#	801-118099
Assets Managed by Firm	$2,537,488,890
No. of Clients	17
No. of Advisors	21

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	17	$2,537,488,890

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