TrueAdvisor
TrueAdvisor
AZ
AZ
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Areas of Practice
Investment Management
Knights of Columbus Asset Advisors LLC
Compensation
Fee-Only (AUM)
Firm Size
191 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Location

4401 Rockside Rd., Suite 201, Independence, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
July 2023 - Present · 2 yrs 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.