AdvisorOS Directory
Claim Profile
RC

Richard Keith Colman

COLMAN KNIGHT ADVISORY GROUP, LLC·ACTON, Massachusetts
Unclaimed Profile
530 GREAT ROAD, ACTON, MA 01720CRD# 4624978Firm CRD# 119696
01

About

Richard Keith 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# 4624978
Firm CRD# 119696
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ACTON?

Browse all registered financial advisors in ACTON, Massachusetts or claim this profile if it's yours.

Browse ACTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Richard Keith Colman offer?
Richard Keith Colman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ACTON, Massachusetts for a consultation.
What are Richard Keith Colman's credentials?
Richard Keith Colman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Keith Colman located?
Richard Keith 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 Richard Keith Colman charge for services?
Richard Keith 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ACTON
Gayle Knight Colman — COLMAN KNIGHT ADVISORY GROUP, LLCRodney William Hass — RF&L WEALTH MANAGEMENT, LLCCynthia Glazier Sechrest — SECHREST FINANCIAL SERVICES LLCJarod Jonathan Bloom — SECHREST FINANCIAL SERVICES LLCJoseph James 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile