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 51 - 60 of 199 top financial advisors.
51
Dwain Dungen, financial advisor Columbus TX
Dwain K. Dungen
CRD#: 2090827
Columbus, TX

Dwain Dungen (CRD# 2090827) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Columbus, TX and has over 4 years of experience in the finance industry.

52
Levi Edelman, financial advisor Wallingford CT
Levi D. Edelman
CRD#: 6903227
Wallingford, CT

Levi Edelman (CRD# 6903227) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Wallingford, CT and has 1 year of experience in the finance industry.

53
John Eisele, financial advisor New Haven CT
John C. Eisele
CRD#: 7371404
One Columbus Plaza, New Haven, CT 06510

John Eisele (CRD# 7371404) 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.

54
Thomas Ellis, financial advisor Huntsville AL
Thomas C. Ellis
CRD#: 6855655
Huntsville, AL

Thomas Ellis (CRD# 6855655) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Huntsville, AL and has 1 year of experience in the finance industry.

55
Daniel Evans, financial advisor New Haven CT
Daniel Evans
CRD#: 7517531
One Columbus Plaza, New Haven, CT 06510

Daniel Evans (CRD# 7517531) 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.

56
Thomas Farrell, financial advisor Holtsville NY
Thomas J. Farrell
CRD#: 6259469
Holtsville, NY

Thomas Farrell (CRD# 6259469) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Holtsville, NY and has over 2 years of experience in the finance industry.

57
Raul Fernandez, financial advisor Ocala FL
Raul E. Fernandez
CRD#: 7816138
Ocala, FL

Raul Fernandez (CRD# 7816138) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Ocala, FL and has 1 year of experience in the finance industry.

58
Sean Fitzpatrick, financial advisor Baltimore MD
Sean E. Fitzpatrick
CRD#: 7354016
Baltimore, MD

Sean Fitzpatrick (CRD# 7354016) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Baltimore, MD and has over 2 years of experience in the finance industry.

59
Joshua Florea, financial advisor New Haven CT
Joshua Florea
CRD#: 7821224
One Columbus Plaza, New Haven, CT 06510

Joshua Florea (CRD# 7821224) 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.

60
Joe Flores, financial advisor New Haven CT
Joe Flores
CRD#: 4173974
One Columbus Plaza, New Haven, CT 06510

Joe Flores (CRD# 4173974) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in New Haven, CT and has over 23 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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