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Knights Of Columbus Asset Advisors LLC CRD 174129
$30.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-11-20 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
Lansing, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed Consultant Dba New Product Partners | Lansing | MI | 04/2016 | 08/2018 |
| Forj Digital, Inc. | Lansing | MI | 09/2020 | 04/2021 |
| Knights Of Columbus Insurance | Lansing | MI | 08/2018 | Present |
| Knights Of Columbus Asset Advisors Llc | Lansing | MI | 11/2021 | Present |
Knights of Columbus Insurance - 160 hours per month; insurance producer; 75% to 100% of my time in this business; the remaining time I expect to spend in the Knights of Columbus Asset Advisors LLC business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-20 |
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