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James Michael Knight

ADERO PARTNERS, LLC·WALNUT CREEK, California
Unclaimed Profile
1646 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 2838440Firm CRD# 297808
01

About

James Michael Knight is a registered financial advisor based in WALNUT CREEK, California, affiliated with ADERO PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADERO PARTNERS, LLC
ADERO PARTNERS, LLC
AUM
$4.0B
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at ADERO PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Regulatory
SEC/IARD CRD# 2838440
Firm CRD# 297808
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Knight offer?
James Michael Knight specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are James Michael Knight's credentials?
James Michael Knight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Knight located?
James Michael Knight is based in WALNUT CREEK, California, working with ADERO PARTNERS, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does James Michael Knight charge for services?
James Michael Knight's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADERO PARTNERS, LLC?
ADERO PARTNERS, LLC has approximately 51 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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