Colman Knight Advisory Group, LLC

Assets Under Management

$175.2M

Number of Clients

124

Number of Advisors

5

Average Client AUM

$1.4M

AUM per Advisor

$35.0M

Compensation

Fixed/Hourly

About This Firm

Colman Knight Advisory Group provides project-based and comprehensive financial planning and consulting services, including tax-related matters. They offer non-discretionary investment management services, utilizing a fundamental global approach. Client investments are not limited to specific products.

Fee Structure

Areas of Practice
Financial Planning & CoachingTax PlanningInvestment ManagementHigh Net Worth
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Location

530 Great Road, Acton, MA, 01720

5 Advisors at this firm

Colman Knight Advisory Group, Llc | TrueAdvisor