Knowledge Leaders Capital LLC

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Assets, Funds, Holdings

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Knowledge Leaders Capital LLC
CRD #144482
SEC #801-69490
CIK #1563223
AUM $148.5 MM (100% Disc, 100% US, 2020-03-30)
Employees8 (25% Investors, 25% Brokers)
Phone303-763-1810
Address1600 Broadway
Denver, CO 80202
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
87570052535017502007201120162021
Sector Issuer Cap ($MM) Value ($MM)
TLT 32.3
CVX 174,190.0 4.7
CSCO 189,330.0 4.5
INTC 263,950.0 3.8
AME 20,280.0 1.2
FTS 17,440.0 1.2
SAP 144,990.0 1.1
UN 113,800.0 1.1
ABB 41,430.0 1.1
STE 13,460.0 0.9
View All
Holdings by Sector ($)
0.30.20.20.10.10.02013201520172020
Comparable Firms State AUM ($BB)
Main Street Financial Life Advisors LLC
NJ 0.1
Good Harbor Advisors Inc
MA 0.1
CBG & Company Inc
IN 0.1
Guardian Wealth Advisors LLC
MN 0.1
Independent Advisers Group Corp
MA 0.1
Allied Portfolio Management Inc
AZ 0.1
Resource Horizons Investment Advisory Inc
GA 0.1
Brendel Financial Advisors LLC
NH 0.1
Raskob Kambourian Financial Advisors Ltd
AZ 0.1
McDermott Advisory Group LLC
DE 0.1
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