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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