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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-05 |
| MN | RA | APPROVED | 2021-10-07 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
1301 Cliff Rd East Suite 110, Burnsville, MN 55337 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | New Haven | CT | 07/2013 | Present |
| Knights Of Columbus Asset Advisors Llc | New Haven | CT | 05/2021 | Present |
Knights of Columbus Insurance This is not investment-related. New Haven, CT Insurance sales My position is Field Agent. I began working in this capacity in July 2013. I devote 40 hours per week to this business. During securities trading hours I devote 6 hours to this business. My duties include: factfinding, case analysis,proposing insurance product solutions, and servicing exisitng policyholders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-07 |
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