Carlos
Gutierrez
Knights Of Columbus Asset Advisors LLC
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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
Services Offered
Fee Structure
Office Location
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Knights Of Columbus Asset Advisors LLC Brokerage Details
$27,242,773,364
225
3,799
$7,171,038
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
Knights Of Columbus
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
New Haven, CT
La Habra, CA
Sanford, FL
Holtsville, NY
New Haven, CT
Fairport, NY
Bloomfield, CT
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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