CRD: 171840
Knight AND Company Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-23-2014
- Office Locations
- 2
Office Locations
About Knight AND Company Wealth Advisors, LLC
Knight and Company Wealth Advisors, LLC is a California-based wealth manager offering integrated planning and portfolio management, including retirement, education, business and philanthropic strategies, estate/legacy planning, and special needs trust management. The firm emphasizes forecasting and risk management and builds portfolios using vehicles such as mutual funds, fixed income and ETFs; custody is via Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
GAEL DOUGLAS KNIGHT
Managing Member, President
- CRD
- #5741747
- Ownership
- 75% or more
KIRK DOUGLAS KNIGHT
CPA
- CRD
- #5741745
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,856,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,856,573 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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