$48.7M Total AUM
$48.7M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2003
- Office Locations
- 1
Office Locations
-- Oakton VA
About THE Knowles Company, LLC
The Knowles Company is a Maine real estate brokerage and vacation-rental firm serving buyers, sellers, and seasonal renters around Mount Desert Island and nearby coastal communities. The team markets distinctive coastal properties and offers weekly and monthly rentals, pairing deep local knowledge with reach to out-of-area clients. Founded in 1898, it marks 125+ years in the region.
Team overview
-- AVG AGE
$48.7M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
EDWIN W KNOWLES Jr.
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4620473
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,717,435 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,717,435 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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