KNUFF & COMPANY LLC
Firm details
- Headquarters
- FOSTER CITY, California
- CRD number
- 298203
- Registered since
- September 6, 2018
- Website
- knuffco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI97.76%
- Pooled Investment Vehicles2.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Knuff & Company LLC is an independent registered investment adviser organized as an LLC and operating since 2018. The firm serves both individual and family clients as well as institutional investors, and it charges clients primarily on a percentage-of-AUM basis with some arrangements that include performance-based fees. Advisory services include financial planning and discretionary portfolio management across individual and small business accounts, pooled investment vehicles, and institutional or business clients. The firm does not present itself as an ESG-focused investor, is not registered as a multi-state adviser, and is not structured as a capital allocator or pension consultant.
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 Equities93%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds1%
Contacts
3 of 3HEATHER KNUFF
Managing PartnerCRD 4714689
KATHRYN HALLBERG
Vice PresidentCRD 6779601
WILLIAM KNUFF
Managing PartnerCRD 2913016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$4.4M in ETFs
89%
$4M
11%
$488K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP VALUE ETF (SCHV) | Schwab | Passive | Large Value | $1.2M | 39,438 | 27.09% |
Location
FOSTER CITY, CA
SAN MATEO
Location
FOSTER CITY, CA
Headquartered in FOSTER CITY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 950 Tower Ln
- Time zone
- PT (UTC-8)
- Office locations
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