COLMAN KNIGHT ADVISORY GROUP, LLC - Financial Advisor in Massachusetts, Acton

Tel: 978-371-2015 530 Great Road Acton, Massachusetts 01720

About COLMAN KNIGHT ADVISORY GROUP, LLC

COLMAN KNIGHT ADVISORY GROUP, LLC is a Acton, Massachusetts based financial advisory firm with nearly $175,230,619 in assets under management and provides investment advisory services for 405 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

119696

Firm SEC#:

801-61940

Assets Under Management:

$175,230,619

No. of Clients:

405

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

Hourly charges, Fixed fees

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