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 independently owned registered investment adviser formed as an LLC and registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional investors, providing financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles, and other institutions. Its compensation includes both a percentage-of-assets-under-management component and arrangements that allow performance-based fees. The firm is not classified as a capital allocator and does not identify as an active ESG investor; it is not registered as a multistate adviser.
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 32Active vs passive
$12.4M in ETFs
82%
$10.2M
18%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLOATING RATE BOND ETF (FLOT) | BlackRock | Passive | Ultrashort Bond | $4.5M | 87,524 | 35.98% |
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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