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COLMAN KNIGHT ADVISORY GROUP, LLC
530 Great Road
Acton, Massachusetts 01720
Tel: 978-371-2015
About COLMAN KNIGHT ADVISORY GROUP, LLC
COLMAN KNIGHT ADVISORY GROUP, LLC, formally registered with the SEC as COLMAN KNIGHT ADVISORY GROUP, LLC. The firm was established in 04/16/2003. They have over 4 offices throughout the country.
COLMAN KNIGHT ADVISORY GROUP, LLC is a Acton, Massachusetts based Financial Planning firm with nearly $175,230,619 assets under management, offering retirement planning & investment advisory services to 405 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119696 |
| SEC# | 801-61940 |
| Assets Managed by Firm | $175,230,619 |
| No. of Clients | 405 |
| No. of Advisors | 5 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 405 | $175,230,619 |
| Individuals (other than high net worth individuals) | 73 | $21,530,079 |
| High net worth individuals | 47 | $153,322,846 |
| Pension and profit sharing plans | 1 | $191,893 |
| Corporations or other businesses | 3 | $185,801 |
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