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Home > Retirement Planners > new jersey > princeton > WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
100 Canal Pointe Blvd.
Suite 114f
Princeton, New Jersey 08540
Tel: 609-945-1772
About WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC, formally registered with the SEC as WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC. The firm was established in 06/13/2019. They have over 1 offices throughout the country.
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC is a Princeton, New Jersey based Financial Planning firm with nearly $153,655,697 assets under management, offering retirement planning & investment advisory services to 524 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 302098 |
| SEC# | 801-116803 |
| Assets Managed by Firm | $153,655,697 |
| No. of Clients | 524 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 524 | $153,655,697 |
| Individuals (other than high net worth individuals) | 127 | $34,366,377 |
| High net worth individuals | 44 | $118,242,946 |
| Pension and profit sharing plans | Fewer than 5 clients | $886,647 |
| Charitable organizations | Fewer than 5 clients | $159,727 |
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