Overview
Assets Under Management: $644 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 318
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 318
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.73
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,059
Discretionary Accounts: 1,025
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 110347
Last Filing Date: 2024-03-04 00:00:00
Website: https://knightsb.com