Joel
Knight
American Investors Company
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About this Advisor
Joel Knight is a financial advisor working in Monterey, California with a total of 25 years of industry experience. Knight is currently employed by American Investors Company. During their career, Knight has held roles at Joel Knight Tax & Business Services/Joel Knight, Inc, American Investors Company and Joel B. Knight. Knight holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. American Investors Company is an advisory company that has its headquarters in San Ramon, CA. It has offices in 15 locations and a total of 39 financial advisors. It handles $598 million in assets across its 1,915 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 1,915 client accounts, 20% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically depend on the services. Fees charged by American Investors Company most likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Investors Company Brokerage Details
$598,152,492
39
1,915
$312,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joel Knight Work History
Joel has been registered as a financial advisor for 25 years.*
American Investors Company
Joel B. Knight
American Investors Company
Joel Knight Tax & Business Services/Joel Knight, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Knight 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 American Investors Co
San Ramon, CA
San Ramon, CA
Pleasanton, CA
San Jose, CA
Pleasanton, CA
Long Beach, CA
San Jose, CA
San Ramon, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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