Overview
Assets Under Management: $145 million
Headquarters: ST. PAUL, MN
High-Net-Worth Clients: 46
Average Client Assets: $2.0 million
Frequently Asked Questions
KNOX AVENUE FINANCIAL CORP. 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 #289094), KNOX AVENUE FINANCIAL CORP. is subject to fiduciary duty under federal law.
KNOX AVENUE FINANCIAL CORP. is headquartered in ST. PAUL, MN.
KNOX AVENUE FINANCIAL CORP. serves 46 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, KNOX AVENUE FINANCIAL CORP. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
KNOX AVENUE FINANCIAL CORP. manages $145 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, KNOX AVENUE FINANCIAL CORP. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.32%
Average Client Assets: $2.0 million
Total Client Accounts: 758
Discretionary Accounts: 674
Non-Discretionary Accounts: 84
Regulatory Filings
CRD Number: 289094
Filing ID: 2060109
Last Filing Date: 2026-02-25 15:10:17