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Building 2COLMAN KNIGHT ADVISORY GROUP, LLC

Map pinACTON, MA
Phone978-371-2015
NotebookSEC #801-61940
Total AUM
$187.7M
Employees
8
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
530 GREAT ROAD
ACTON
MA 01720
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
978-371-2015
Other Offices
3

ReceiptFinancials

Total AUM
$187.7M
Accounts
441
Discretionary
$166.6M
Accounts
377
Non-Discretionary
$21.1M
Accounts
64

ContactClients

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Individual Clients
71
AUM
$24.1M
HNW Individual Clients
51
AUM
$160.7M
Pension/Profit Sharing Plan Clients
1
AUM
$212.3K
Charitable Organization Clients
1
AUM
$2.5M
Corporation or Business Clients
3
AUM
$138K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHNYSCTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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