Knight And Company Wealth Advisors, LLC

Knight And Company Wealth Advisors, LLC (CRD# 171840) is a financial advisory firm headquartered in Los Altos, CA. They manage $5,479,765 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $219,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Knight And Company Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gael D. Knight
CRD#: 5741747
425 First Street, Suite A, Los Altos, CA 94022
93
Wealthminder
score

Gael Knight (CRD# 5741747) is an Investment Advisor Representative working at Knight And Company Wealth Advisors, LLC in Los Altos, CA and has over 7 years of experience in the finance industry.

2
Kirk D. Knight
CRD#: 5741745
425 First Street, Suite A, Los Altos, CA 94022
90
Wealthminder
score

Kirk Knight (CRD# 5741745) is an Investment Advisor Representative working at Knight And Company Wealth Advisors, LLC in Los Altos, CA and has 1 year of experience in the finance industry. Kirk Knight has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kamrin K. Desmond
CRD#: 5741749
425 First Street, Suite A, Los Altos, CA 94022
87
Wealthminder
score

Kamrin Desmond (CRD# 5741749) is an Investment Advisor Representative working at Knight And Company Wealth Advisors, LLC in Los Altos, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.