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COLMAN KNIGHT ADVISORY GROUP, LLC
COLMAN KNIGHT ADVISORY GROUP, LLC
ACTON, Massachusetts
·
3 registered advisors
·
CRD# 119696
SEC# 801-61940
3
978-371-2015
01
Firm Overview
AUM
$152M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COLMAN KNIGHT ADVISORY GROUP, LLC
3 registered advisors
Gayle Knight Colman
ACTON, Massachusetts
CRD# 1397812
Joseph James Knight Colman
ACTON, Massachusetts
CRD# 7075939
Richard Keith Colman
ACTON, Massachusetts
CRD# 4624978
05
Office Locations
ACTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. COLMAN KNIGHT ADVISORY GROUP, LLC (CRD# 119696) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.