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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Knox Avenue Financial Corp
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|---|---|
| CRD # | 289094 |
| SEC # | 801-132796 |
| CIK # | |
| AUM | $118.9 M (2025-05-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 952-426-4352 |
| Address | 380 St Peter Street St Paul, MN 55102 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 37.5 |
| (b) Individuals (high net worth individuals) | 43 | 73.4 |
| (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 | 7 | 7.7 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 733 | 118.9 |
| By Discretionary | ||
| Discretionary | 645 | 102.7 |
| Non-Discretionary | 88 | 16.2 |
| Total | 733 | 118.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.9 | |
| Total | 733 | 118.9 |
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|---|---|---|
|
MWM Wealth Advisory LLC
✚
|
MN | 0.1 |
|
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FL | 0.1 |
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NY | 0.1 |
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Cosey Financial Services Inc
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TN | 0.1 |
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Lone Peak Advisers LLC
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UT | 0.1 |
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Claremont Financial Group Inc
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CA | 0.1 |
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Private Financial Management LLC
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0.1 | |
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Lifepoint Planning PLLC
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IL | 0.1 |
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Tricapital Wealth Management Inc
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NC | 0.1 |
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RIA Wealth Advisors LLC
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TX | 0.1 |