KNIGHT AND COMPANY WEALTH ADVISORS, LLC
Firm details
- Headquarters
- PLEASANTON, California
- CRD number
- 171840
- Website
- www.kcwadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.44%
- Individuals28.06%
- Corporations / Businesses2.88%
- Other1.24%
- Charitable Organizations0.39%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Knight And Company Wealth Advisors, LLC is an owner-managed limited liability advisory firm that concentrates on individual and family clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals and small businesses, selection of third-party advisers, and pension consulting services. Knight And Company identifies itself as a capital allocator—deploying client capital with external managers and funds—and does not position itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds42%
- Other19%
- Cash & Cash Equivalents15%
- Exchange Traded Equities11%
- US Government Bonds10%
Contacts
2 of 2GAEL KNIGHT
PresidentCRD 5741747
KIRK KNIGHT
PartnerCRD 5741745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLEASANTON, CA
ALAMEDA
Location
PLEASANTON, CA
Headquartered in PLEASANTON, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 307 Ray St
- Time zone
- PT (UTC-8)
- Office locations
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