Knight And Company Wealth Advisors, LLC

Knight And Company Wealth Advisors, LLC (CRD# 171840) is a financial advisory firm headquartered in San Jose, CA. They manage $42,655,644 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3150 Almaden Expressway, Suite 103, San Jose, CA 95118
http://www.kcwadvisor.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $473,952
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Knight And Company Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gael Knight, financial advisor San Jose CA
Gael D. Knight
CRD#: 5741747
3150 Almaden Expressway, Suite 103, San Jose, CA 95118

Gael Knight (CRD# 5741747) is an Investment Advisor Representative working at Knight And Company Wealth Advisors, LLC in San Jose, CA and has over 14 years of experience in the finance industry.

2
Kirk Knight, financial advisor Los Altos CA
Kirk D. Knight
CRD#: 5741745
425 First Street, Suite A, Los Altos, CA 94022

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.

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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