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Building 2KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Map pinNEW HAVEN, CT
Phone203-752-4502
NotebookSEC #801-80844
Total AUM
$30.5B
Employees
249
Clients
6,098

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE COLUMBUS PLAZA
NEW HAVEN
CT 06510
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
203-752-4502
Other Offices
1

ReceiptFinancials

Total AUM
$30.5B
Accounts
8,074
Discretionary
$30.5B
Accounts
8,074
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6,071
AUM
$956M
HNW Individual Clients
1
AUM
$6.2M
Investment Company Clients
9
AUM
$1.3B
Pooled Vehicle Clients
4
AUM
$417.3M
Pension/Profit Sharing Plan Clients
1
AUM
$82.7M
Charitable Organization Clients
10
AUM
$168.5M
Government Entity Clients
1
AUM
$73.3M
Insurance Company Clients
1
AUM
$27.5B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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