Knight Of California LLC
Firm details
- Headquarters
- ,
- CRD number
- 284398
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.22%
- Corporations / Businesses25.01%
- Individuals4.76%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Knight Of California LLC is a privately held limited liability company owned by an individual that provides discretionary portfolio management to both individual/family clients and business or institutional clients. The firm charges fees as a percentage of assets under management and focuses on traditional portfolio management rather than pension consulting or multi-state advisory services. Advisory activity centers on managing portfolios for individuals/small businesses and for businesses or institutions. Knight Of California does not identify as an active ESG investor and is not classified as a capital allocator.
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 Equities100%
Owners & executives
1 of 1Billy Potter
CEO & Managing PartnerCRD 6671990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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