Knight Financial Investments
RIAState Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$333K
Accounts
39
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 268799
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Knight Financial Investments is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Knight Financial Investments reports it is not a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser. Its listed industry affiliation is with an accountant.
Assets & Accounts
Public Holdings
Location & Offices
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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