White Knight Strategic Wealth Advisors, LLC
Firm details
- Headquarters
- Lawrenceville, New Jersey
- CRD number
- 302098
- Registered since
- June 13, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI86.02%
- Individuals13.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Knight Strategic Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves individual and family clients and provides comprehensive financial planning and portfolio management for individuals and small businesses. It operates with an owner-operator structure, acts as a registered representative of a broker-dealer and as an insurance broker, and charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm reports an equity preference and is not listed as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities84%
- Public Funds/Mutual Funds6%
- Other4%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 7
Karamjeet Mangat
Private Wealth AdvisorCRD 1104811
Simmerpal Bains
Private Wealth AdvisorCRD 4238838
Harpreet Mangat
Managing DirectorCRD 4442530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$36.2M in ETFs
74%
$26.7M
16%
$9.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF (ACYN) | $3.1M | 150,099 | 8.61% |
Location
Lawrenceville, NJ
Mercer
Location
Lawrenceville, NJ
Headquartered in Lawrenceville, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 2801 Main St
- Time zone
- ET (UTC-5)
- Office locations
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