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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 | 2023-06-27 |
Branch Locations
One Columbus Plaza, New Haven, CT 06510 • United States
5580 State Street Suite 8, Saginaw, MI 48603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus Insurance | Saginaw | MI | 06/2020 | Present |
| Unemployed | Freeland | MI | 03/2020 | 06/2020 |
| Logan's Roadhouse | Midland | MI | 09/2011 | 03/2020 |
| Knights Of Columbus Asset Advisor Llc | Saginaw | MI | 05/2021 | Present |
Knights of Columbus Insurance Field Agent Non-Investment Related. Field Agent - Selling Life Insurance & Annuities, Long Term Care Insurance, and Disability Insurance. Started 06/2020 160 hours monthly. New Haven, CT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-27 |
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