KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

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

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 Status	Approved
Firm CRD#	174129
SEC#	801-80844
Assets Managed by Firm	$27,242,773,364
No. of Clients	3799
No. of Advisors	225

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 Clients	AUM
Firm Total	3799	$27,242,773,364
Individuals (other than high net worth individuals)	2783	$402,942,042
High net worth individuals	Fewer than 5 clients	$6,044,929
Pension and profit sharing plans	Fewer than 5 clients	$54,442,025
Charitable organizations	8	$93,896,182

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