One Columbus Plaza
New Haven, Connecticut 06510
Tel: 203-752-4502
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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