Overview
Assets Under Management: $175 million
Headquarters: ACTON, MA
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
COLMAN KNIGHT ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119696), COLMAN KNIGHT ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
COLMAN KNIGHT ADVISORY GROUP, LLC is headquartered in ACTON, MA.
COLMAN KNIGHT ADVISORY GROUP, LLC serves 47 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, COLMAN KNIGHT ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COLMAN KNIGHT ADVISORY GROUP, LLC manages $175 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, COLMAN KNIGHT ADVISORY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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