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Heather B Knuff

KNUFF & COMPANY LLC·FOSTER CITY, California
Clean record6 years registeredKNUFF & COMPANY LLC
950 TOWER LANE, FOSTER CITY, CA 94404CRD# 4714689Firm CRD# 298203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather B Knuff · FOSTER CITY, CA
Registration
CRD #4714689 · KNUFF & COMPANY LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

KNUFF & COMPANY LLC
Jul 2020 – present
02

Registrations & Exams

Registration record
First registered · July 1, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KNUFF & COMPANY LLC
CRD 298203 · SEC 801-113925
AUM
$308M
Regulatory assets under management
Employees
3
25 client accounts
Services offered by KNUFF & COMPANY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at KNUFF & COMPANY LLC →
Introduction

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Frequently Asked Questions

What services does Heather B Knuff offer?
Heather B Knuff specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.
What are Heather B Knuff's credentials?
Heather B Knuff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather B Knuff located?
Heather B Knuff is based in FOSTER CITY, California, working with KNUFF & COMPANY LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does Heather B Knuff charge for services?
Heather B Knuff's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KNUFF & COMPANY LLC?
KNUFF & COMPANY LLC has approximately 3 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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