CRD: 298662
THE Knox Group Wealth Management
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- Custodian
- Equity Trust · ETC Brokerage · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2019
- Office Locations
- 1
Office Locations
About THE Knox Group Wealth Management
The Knox Group Wealth Management is a New Jersey-based wealth manager providing wealth management, retirement solutions, and estate strategy. The firm serves entrepreneurs and executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals, emphasizing portfolio construction and risk management through an assess-analyze-develop-implement-monitor planning process and coordinating with other professionals as needed. SMA portfolios show meaningful ETF and municipal bond exposure; custody includes Merrill Lynch.
Team overview
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Custodian
Investment Themes
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Owner & Executives
Sylvester Knox
Chief Executive Officer, President
- CRD
- #1625705
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,104,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,104,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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