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Building 2WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

Map pinLAWRENCEVILLE, NJ
Phone609-945-1772
NotebookSEC #801-116803
Total AUM
$207.4M
Employees
7
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2801 MAIN STREET
LAWRENCEVILLE
NJ 08648
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
609-945-1772

ReceiptFinancials

Total AUM
$207.4M
Accounts
506
Discretionary
$207.4M
Accounts
506
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
148
AUM
$29M
HNW Individual Clients
48
AUM
$178.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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