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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