The Knowles Company, LLC

The Knowles Company, LLC (CRD# 124779) is a financial advisory firm headquartered in , . They manage $28,943,868 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $556,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

VA

Financial Advisors at The Knowles Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edwin W. Knowles
CRD#: 4620473
Oakton, VA
96
Wealthminder
score

Edwin Knowles (CRD# 4620473) is an Investment Advisor Representative working at The Knowles Company, LLC in Oakton, VA and has over 13 years of experience in the finance industry. Edwin Knowles 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.

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