COLMAN KNIGHT ADVISORY GROUP, LLC
Firm details
- Headquarters
- ACTON, Massachusetts
- CRD number
- 119696
- Registered since
- April 16, 2003
- Website
- www.colmanknight.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI85.64%
- Individuals12.85%
- Charitable Organizations1.32%
- Pension & Profit Sharing Plans0.11%
- Corporations / Businesses0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Colman Knight Advisory Group, LLC is an independent, individually owned RIA organized as an LLC and SEC-registered since 2003. The firm provides fee-based financial planning and portfolio management for individuals, families, small businesses and institutional entities, and it also performs selection-of-other-advisers and third-party manager allocation. Client fees are charged on an hourly or fixed-fee basis rather than a percentage-of-assets model. The firm notes an industry affiliation with a law firm and engages in other financial product sales. Colman Knight identifies as a capital allocator and is not an active ESG investor. FA Magazine included the firm on a Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents11%
- Other9%
- US Government Bonds3%
Contacts
3 of 6MICHELLE CONTOIS
Associate Financial PlannerCRD 3211723
David Manteau
Financial PlannerCRD 5050202
MARC BERMAN
Certified Financial Planner, PractitionerCRD 3088816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ACTON, MA
MIDDLESEX
Location
ACTON, MA
Headquartered in ACTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 530 Great Rd
- Time zone
- ET (UTC-5)
- Office locations
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