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Kirk Douglas Knight

Knight AND Co. Wealth Advisors, LLC

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About Kirk Douglas Knight

Kirk Douglas Knight is a Certified Financial Planner and Personal Financial Specialist with over 30 years of experience in the financial services industry. Kirk is a registered representative of Knight and Co. Wealth Advisors, LLC and has been with the firm since October 2009. Kirk specializes in financial planning, retirement planning, and investment management for individuals and families. Kirk is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.

Firm Information

Kirk Knight is currently registered with Knight AND Co. Wealth Advisors, LLC. Knight AND Co. Wealth Advisors, LLC is a registered investment advisor with 2 investment advisor representatives and 2 investment advisory functions. They manage approximately $42,655,644 in assets for 90 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm offers a variety of advisory services, including portfolio management for individuals and pension consulting.

$42.66M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kirk Knight’s Registration & Firm History

CA

09/23/2014 - Present

Knight AND Co. Wealth Advisors, LLC (LOS ALTOS CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirk Douglas Knight.
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