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 $27,242,773,364 in 3,799 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
One Columbus Plaza, New Haven, CT 06510
https://www.kofcassetadvisors.org
By the Numbers
  • Total Assets Under Management
    27,243
    MILLION
  • Total Number of Accounts
    3,799
    ACCOUNTS
  • Average Account Value
    $7,171,038
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
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 41 - 50 of 200 top financial advisors.
41
Walter Davis, financial advisor New Haven CT
Walter H. Davis
CRD#: 5030255
One Columbus Plaza, New Haven, CT 06510

Walter Davis (CRD# 5030255) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 18 years of experience in the finance industry.

42
Dustin Dean, financial advisor Lafayette LA
Dustin Dean
CRD#: 7355927
2006 W Pinhook Rd., Lafayette, LA 70508

Dustin Dean (CRD# 7355927) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Lafayette, LA and has over 2 years of experience in the finance industry.

43
Mark Deaton, financial advisor New Haven CT
Mark L. Deaton
CRD#: 7348842
One Columbus Plaza, New Haven, CT 06510

Mark Deaton (CRD# 7348842) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 2 years of experience in the finance industry.

44
Brian Deblauw, financial advisor Lakewood Ranch FL
Brian Deblauw
CRD#: 7371480
8209 Natures Way, Unit 221, Lakewood Ranch, FL 34202

Brian Deblauw (CRD# 7371480) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Lakewood Ranch, FL and has 1 year of experience in the finance industry.

45
Matthew Dicalogero, financial advisor Medfield MA
Matthew Dicalogero
CRD#: 7350482
Medfield, MA

Matthew Dicalogero (CRD# 7350482) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Medfield, MA and has over 2 years of experience in the finance industry.

46
Nathaniel Doerr, financial advisor Cottleville MO
Nathaniel J. Doerr
CRD#: 7781038
5055 Hwy N, Suite 215, Cottleville, MO 63304

Nathaniel Doerr (CRD# 7781038) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Cottleville, MO and has 1 year of experience in the finance industry.

47
Patrick Dolan, financial advisor New Haven CT
Patrick D. Dolan
CRD#: 7371020
One Columbus Plaza, New Haven, CT 06510

Patrick Dolan (CRD# 7371020) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 2 years of experience in the finance industry.

48
Timothy Dreger, financial advisor Platteville WI
Timothy Dreger
CRD#: 7395923
Platteville, WI

Timothy Dreger (CRD# 7395923) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Platteville, WI and has over 2 years of experience in the finance industry.

49
Thomas Duffy, financial advisor New Haven CT
Thomas P. Duffy
CRD#: 3266302
One Columbus Plaza, New Haven, CT 06510

Thomas Duffy (CRD# 3266302) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 22 years of experience in the finance industry.

50
Lance Dufour, financial advisor Locust Grove OK
Lance Dufour
CRD#: 7338990
Locust Grove, OK

Lance Dufour (CRD# 7338990) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Locust Grove, OK and has over 3 years 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.

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