Overview
Assets Under Management: $154 million
Headquarters: PRINCETON, NJ
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, 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 #302098), WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC is headquartered in PRINCETON, NJ.
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC serves 45 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC manages $154 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 524
Discretionary Accounts: 519
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 302098
Last Filing Date: 2024-03-29 00:00:00
Website: https://wkswa.com