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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-19 |
| IL | RA | APPROVED | 2022-06-27 |
Branch Locations
Bolingbrook, IL • United States
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knights Of Columbus | Bolingbrook | IL | 05/2013 | Present |
| Knights Of Columbus Asset Advisors Llc | Bolingbrook | IL | 06/2021 | Present |
6/2013-Present: 50 to 60 hrs/wk. General Agent for Knights of Columbus Insurance. Recruiting, Training and oversite of Knights of Columbus Insurance Agents servicing Knights of Columbus Members 13,000 for Life Insurance, Fixed Guaranteed Annuities, Long Term Care Insurance and Disability Income Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-25 |
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