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Edward Neill Jordan

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC·NEW HAVEN, Connecticut
Unclaimed Profile
ONE COLUMBUS PLAZA, NEW HAVEN, CT 06510CRD# 1311047Firm CRD# 174129
01

About

Edward Neill Jordan is a registered financial advisor based in NEW HAVEN, Connecticut, affiliated with KNIGHTS OF COLUMBUS ASSET ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
AUM
$27.2B
Regulatory assets under management
Employees
225
Total firm employees
View all advisors at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1311047
Firm CRD# 174129
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Neill Jordan offer?
Edward Neill Jordan specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are Edward Neill Jordan's credentials?
Edward Neill Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Neill Jordan located?
Edward Neill Jordan is based in NEW HAVEN, Connecticut, working with KNIGHTS OF COLUMBUS ASSET ADVISORS LLC. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.
How does Edward Neill Jordan charge for services?
Edward Neill Jordan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KNIGHTS OF COLUMBUS ASSET ADVISORS LLC?
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC has approximately 225 employees and manages $27.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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