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KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

One Columbus Plaza
New Haven, Connecticut 06510
Tel: 203-752-4502

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About KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC, formally registered with the SEC as KNIGHTS OF COLUMBUS ASSET ADVISORS LLC. The firm was established in 01/23/2015. They have over 2 offices throughout the country.

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC is a New Haven, Connecticut based Financial Planning firm with nearly $27,242,773,364 assets under management, offering retirement planning & investment advisory services to 3799 clients. The firm is staffed with 225 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#174129
SEC#801-80844
Assets Managed by Firm$27,242,773,364
No. of Clients3799
No. of Advisors225

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3799$27,242,773,364
Individuals (other than high net worth individuals)2783$402,942,042
High net worth individualsFewer than 5 clients$6,044,929
Pension and profit sharing plansFewer than 5 clients$54,442,025
Charitable organizations8$93,896,182

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