Overview
Assets Under Management: $175 million
Headquarters: ACTON, MA
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 405
Discretionary Accounts: 49
Non-Discretionary Accounts: 356
Regulatory Filings
CRD Number: 119696
Last Filing Date: 2025-02-12 00:00:00
Website: https://colmanknight.com