Knights Of Columbus Asset Advisors LLC

Knights Of Columbus Asset Advisors LLC (CRD# 174129) is a financial advisory firm headquartered in New Haven, CT. They manage $29,239,617,696 in 775 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
One Columbus Plaza, New Haven, CT 06510
http://www.kofcassetadvisors.org
By the Numbers
  • Total Assets Under Management
    29,240
    MILLION
  • Total Number of Accounts
    775
    ACCOUNTS
  • Average Account Value
    $37,728,539
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Knights Of Columbus Asset Advisors LLC
Showing 1 - 10 of 162 top financial advisors.
1
Peter Anderson, financial advisor Boston MA
Peter D. Anderson
CRD#: 3117256
One Liberty Square, 10th Floor, Boston, MA 02109

Peter Anderson (CRD# 3117256) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Boston, MA and has over 12 years of experience in the finance industry.

2
Arthur Brickey, financial advisor New Haven CT
Arthur G. Brickey
CRD#: 2332643
One Columbus Plaza, New Haven, CT 06510

Arthur Brickey (CRD# 2332643) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 29 years of experience in the finance industry.

3
Eric Eaton, financial advisor Boston MA
Eric R. Eaton
CRD#: 5069790
One Liberty Square, 10th Floor, Boston, MA 02109

Eric Eaton (CRD# 5069790) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Boston, MA and has over 16 years of experience in the finance industry.

4
James Gaul, financial advisor Boston MA
James W. Gaul
CRD#: 2915784
One Liberty Square, 10th Floor, Boston, MA 02109

James Gaul (CRD# 2915784) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Boston, MA and has over 22 years of experience in the finance industry.

5
David Hanna, financial advisor Boston MA
David A. Hanna
CRD#: 2105488
One Liberty Square, 10th Floor, Boston, MA 02109

David Hanna (CRD# 2105488) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Boston, MA and has over 27 years of experience in the finance industry.

6
Andrea Mackey, financial advisor Boston MA
Andrea D. Mackey
CRD#: 4684544
One Liberty Square, 10th Floor, Boston, MA 02109

Andrea Mackey (CRD# 4684544) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Boston, MA and has over 3 years of experience in the finance industry.

7
Samuel Motto, financial advisor New Haven CT
Samuel L. Motto
CRD#: 2247143
One Columbus Plaza, New Haven, CT 06510

Samuel Motto (CRD# 2247143) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 6 years of experience in the finance industry.

8
Edward Mulrane, financial advisor Boston MA
Edward M. Mulrane
CRD#: 5957018
One Liberty Square, 10th Floor, Boston, MA 02109

Edward Mulrane (CRD# 5957018) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Boston, MA and has over 10 years of experience in the finance industry.

9
Douglas Riley, financial advisor Boston MA
Douglas A. Riley
CRD#: 2056395
One Liberty Square, 10th Floor, Boston, MA 02109

Douglas Riley (CRD# 2056395) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Boston, MA and has over 32 years of experience in the finance industry.

10
Nicholas Abbate, financial advisor New Haven CT
Nicholas Abbate
CRD#: 7324294
One Columbus Plaza, New Haven, CT 06510

Nicholas Abbate (CRD# 7324294) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has 1 year of experience in the finance industry.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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