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).

Current Firm Details
530 Great Road, Acton, MA 01720
http://www.colmanknight.com
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $395,945
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY, SC, TX

Financial Advisors at Colman Knight Advisory Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Marc Berman, financial advisor Carlisle MA
Marc G. Berman
CRD#: 3088816
Carlisle, MA

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.

2
Gayle Colman, financial advisor Carlisle MA
Gayle K. Colman
CRD#: 1397812
Carlisle, MA

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.

3
Richard Colman, financial advisor Carlisle MA
Richard K. Colman
CRD#: 4624978
Carlisle, MA

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.

4
Joseph Colman, financial advisor Acton MA
Joseph J. Colman
CRD#: 7075939
530 Great Road, Acton, MA 01720

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.

5
David Manteau, financial advisor Acton MA
David K. Manteau
CRD#: 5050202
530 Great Road, Acton, MA 01720

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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