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Michael Ives

Knights OF Columbus Asset Advisors LLC

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About Michael Ives

Michael Ives is a registered investment advisor representative with Knights Of Columbus Asset Advisors LLC. Michael is licensed in Virginia and is active in the state. Prior to joining Knights Of Columbus Asset Advisors LLC, Michael Ives worked at Knights of Columbus Insurance in New Haven, CT. Michael Ives is also licensed as a field agent, selling life insurance & annuities, long term care insurance, and disability insurance for Knights of Columbus Insurance. Michael Ives is a licensed Series 65 holder and has been in the securities industry since 2011. Michael Ives specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael Ives also assists clients with pension consulting and the selection of other advisors.

Firm Information

Michael Ives is currently registered with Knights OF Columbus Asset Advisors LLC. Knights OF Columbus Asset Advisors LLC is an investment advisory firm located in NEW HAVEN, CT. They offer portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses. The firm also provides pension consulting and selection of other advisers services. They manage a total of $27.24 billion in assets for 3,799 clients. They are registered with the SEC and have a SEC number of 801-80844.
Knights OF Columbus Asset Advisors LLC

ONE COLUMBUS PLAZA

NEW HAVEN, CT 06510

$27.24B

Assets Under Management

Not reported

Total Clients

197

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Michael Ives’s Registration & Firm History

VA

02/03/2023 - Present

Knights OF Columbus Asset Advisors LLC (Richmond VA)

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Licenses & Designations

IA

Issued 02/03/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Ives.
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