Colman Knight Advisory Group, LLC
Colman Knight Advisory Group, LLC (CRD# 119696) is a financial advisory firm headquartered in Acton, MA. They manage $151,647,041 in 383 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management152MILLION
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Total Number of Accounts383ACCOUNTS
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Average Account Value$395,945
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, ME, NH, NY, SC, TX
Marc Berman (CRD# 3088816) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 25 years of experience in the finance industry.
Gayle Colman (CRD# 1397812) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 38 years of experience in the finance industry.
Richard Colman (CRD# 4624978) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 8 years of experience in the finance industry.
Joseph Colman (CRD# 7075939) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Acton, MA and has over 4 years of experience in the finance industry.
David Manteau (CRD# 5050202) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Acton, MA and has over 18 years of experience in the finance industry.