Alfred Lugo

Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → Present
  Knights Of Columbus
  Torrance, CA
• 06/2014 → 12/2016
  Carrington Mortgage
  Aliso Viejo, CA
• 01/2021 → Present
  Knights Of Columbus Asset Advisors
  New Haven, CT

Other Businesses

Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 12/2016, 80 hours a month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-07