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Joseph James Knight Colman

COLMAN KNIGHT ADVISORY GROUP, LLC·ACTON, Massachusetts
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530 GREAT ROAD, ACTON, MA 01720CRD# 7075939Firm CRD# 119696
01

About

Joseph James Knight Colman is a registered financial advisor based in ACTON, Massachusetts, affiliated with COLMAN KNIGHT ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
COLMAN KNIGHT ADVISORY GROUP, LLC
COLMAN KNIGHT ADVISORY GROUP, LLC
AUM
$152M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at COLMAN KNIGHT ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7075939
Firm CRD# 119696
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph James Knight Colman offer?
Joseph James Knight Colman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ACTON, Massachusetts for a consultation.
What are Joseph James Knight Colman's credentials?
Joseph James Knight Colman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph James Knight Colman located?
Joseph James Knight Colman is based in ACTON, Massachusetts, working with COLMAN KNIGHT ADVISORY GROUP, LLC. Their office serves clients in the ACTON metropolitan area and surrounding communities.
How does Joseph James Knight Colman charge for services?
Joseph James Knight Colman's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLMAN KNIGHT ADVISORY GROUP, LLC?
COLMAN KNIGHT ADVISORY GROUP, LLC has approximately 5 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ACTON
Richard Keith Colman — COLMAN KNIGHT ADVISORY GROUP, LLCRodney William Hass — RF&L WEALTH MANAGEMENT, LLCCynthia Glazier Sechrest — SECHREST FINANCIAL SERVICES LLCJarod Jonathan Bloom — SECHREST FINANCIAL SERVICES LLCGayle Knight Colman — COLMAN KNIGHT ADVISORY GROUP, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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