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Gilles Alfred Marchand

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC·NEW HAVEN, Connecticut
Unclaimed Profile
ONE COLUMBUS PLAZA, NEW HAVEN, CT 06510CRD# 1540226Firm CRD# 174129
01

About

Gilles Alfred Marchand 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
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# 1540226
Firm CRD# 174129
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gilles Alfred Marchand offer?
Gilles Alfred Marchand specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are Gilles Alfred Marchand's credentials?
Gilles Alfred Marchand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gilles Alfred Marchand located?
Gilles Alfred Marchand 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 Gilles Alfred Marchand charge for services?
Gilles Alfred Marchand'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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