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Building 2KNOX CAPITAL ADVISORS, LLC

Map pinDRAPER, UT
Phone801-984-8000
NotebookSEC #801-67313
Total AUM
$41.8M
Employees
3
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13961 S. MINUTEMAN DRIVE
SUITE 300
DRAPER
UT 84020
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
801-984-8000

ReceiptFinancials

Total AUM
$41.8M
Accounts
169
Discretionary
$5.1M
Accounts
100
Non-Discretionary
$36.7M
Accounts
69

ContactClients

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Individual Clients
11
AUM
$377.4K
HNW Individual Clients
78
AUM
$41.4M
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDMTNVTXUTWA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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