We do not manage client funds or hold custody of assets, we help users connect with relevant financial Review the ongoing performance of any Adviser, participate in the management of any user’s account byĪn Adviser or provide advice regarding specific investments. Platform based on information gathered from users through our online questionnaire. ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching Services are limited to referring users to third party advisers registered or chartered as fiduciaries Securities and Exchange Commission as an investment adviser. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, Which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, The matching tool does not include all availableĪdvisors and firms and matches based on specific criteria (investable assets, geography, and willingnessĬertified Financial Planner Board of Standards, Inc. With the advisor or firm mentioned in this profile. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you SmartAsset did not receive compensation for including any of the firms or advisors SmartAsset is not a client of the aforementionedįirms or advisors. Which SmartAsset is compensated for lead referrals. This profile may include a firm or advisor that has a business relationship with SmartAsset, in Treatment or consideration in SmartAsset’s profiles. Financial professionals and firms having business relationships with SmartAsset receive no special Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the namedįinancial professional and firm. If you want your profile removed temporarily or permanently, please contact named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. We are unable to make individual profile updates. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. The content in this profile was updated by SmartAsset on. Knights Of Columbus Asset Advisors LLC is permitted to provide services to investors across 51 U.S. The firm's central office is at One Columbus Plaza, New Haven, Connecticut 6510. An average advisor at Knights Of Columbus Asset Advisors LLC manages about 14 client accounts, placing it among the more personalized firms in the country. The advisory firm administers an average of $10.9 million for every client account. Discretionary management is a structure in which transaction judgments are made by a portfolio manager without requiring client permission. Knights Of Columbus Asset Advisors LLC manages all of the company's accounts in a discretionary manner. Securities are exchangable financial investments like equities, options and bonds. Knights Of Columbus Asset Advisors LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. It has a large team, including 170 financial advisors. It oversees $25.8 billion in assets across 2,359 client accounts, making it one of the biggest firms in the nation by assets under management (AUM). Knights Of Columbus Asset Advisors LLC operates as a financial advisory firm located in New Haven, Connecticut.
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