Colman Knight Advisory Group, LLC
Firm details
- Headquarters
- Acton, Massachusetts
- CRD number
- 119696
- Registered since
- April 16, 2003
- Website
- www.colmanknight.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI85.64%
- Individuals12.85%
- Charitable Organizations1.32%
- Pension & Profit Sharing Plans0.11%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Colman Knight Advisory Group, LLC is an independent, SEC-registered RIA that has been operating since 2003. The firm is owned by an individual and positions itself as a capital allocator that serves both individuals/families and institutional clients. Core advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of other advisers. The firm charges hourly and fixed fees rather than a percentage-based asset fee schedule and also acts as an “other financial product” salesperson. It does not identify as an active ESG investor. Colman Knight received recognition from FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents11%
- Other9%
- US Government Bonds3%
Contacts
3 of 6
Michelle Contois
Associate Financial PlannerCRD 3211723
David Manteau
Financial PlannerCRD 5050202
Marc Berman
Certified Financial Planner, PractitionerCRD 3088816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Acton, MA
Middlesex
Location
Acton, MA
Headquartered in Acton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 530 Great Rd
- Time zone
- ET (UTC-5)
- Office locations
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