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 6 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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