Carlos
Gutierrez

Knights Of Columbus Asset Advisors LLC

CRD#7326223
Investment Advisor
in San Leandro, CA

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About this Advisor

Carlos Gutierrez is a financial advisor based in San Leandro, California, working with Knights Of Columbus Asset Advisors LLC. Carlos has previously held a position at Knights Of Columbus. Carlos has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Carlos is part of Knights Of Columbus Asset Advisors LLC, which operates out of San Leandro, California. The firm has 1 office and 225 employees. The firm manages assets totaling $27.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Knights Of Columbus Asset Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

San Leandro, CA

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$27,242,773,364

CA Average: $5,297,377,271
Total Number of Employees

225

CA Average: 35
Total Number of Accounts

3,799

CA Average: 690
Average Account Size

$7,171,038

CA Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Carlos Gutierrez Work History

2010 - Present (15 years)

Knights Of Columbus

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Disclosures

Please visit the SEC profile of Carlos Gutierrez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Knights Of Columbus Asset Advisors LLC

Brian Ford
New Haven, CT
Brandon Castille
La Habra, CA
Lawrence Kennedy
Sanford, FL
Thomas Farrell
Holtsville, NY
Paul Harrington
New Haven, CT
Frederick Conway
Fairport, NY
Joseph Novak
Bloomfield, CT
Peter Sheen
New Haven, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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