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| Keyboard |
| Colman Knight Advisory Group LLC
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|
|---|---|
| CRD # | 119696 |
| SEC # | 801-61940 |
| CIK # | |
| AUM | 187.7 M (2026-06-12) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 978-371-2015 |
| Address | 530 Great Road Acton, MA 01720 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 24.1 |
| (b) Individuals (high net worth individuals) | 51 | 160.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 1 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 441 | 187.7 |
| By Discretionary | ||
| Discretionary | 377 | 166.6 |
| Non-Discretionary | 64 | 21.1 |
| Total | 441 | 187.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.7 | |
| Total | 441 | 187.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6 |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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|
Ward & Associates
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|
ERISA Advisers Inc
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