Adviser Profile
| As of Date | 09/01/2022 |
| Registration status | Registration Changed to KNECHT CAPITAL MANAGEMENT, LLC |
| ADV Location | NAPA, CA, United States |
| Contact Info | 707 xxxxxxx |
| Websites |
| AUM* | 62,036,953 |
| of that, discretionary | 62,036,953 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 276,951 |
| % High Net Worth | 20.45% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
62M
53M
44M
35M
27M
18M
9M
2022
Private Funds
No private funds