Steven
Vannelli
Knowledge Leaders Capital, LLC
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About this Advisor
Steven Vannelli is a chartered financial analyst who works in Denver, Colorado who has 6 years of industry experience. Vannelli currently works for Knowledge Leaders Capital, LLC. They have worked at Knowledge Leaders Capital, Llc for the entirety of their career. Vannelli is registered to serve investors in Colorado and Texas. Knowledge Leaders Capital, LLC is an advisory company based out of Denver, CO. It handles $185 million in total assets between its 60 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 60 customer accounts, 84% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Knowledge Leaders Capital, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial advice usually vary depending on the services provided. However, fee types billed by Knowledge Leaders Capital, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Knowledge Leaders Capital, LLC Brokerage Details
$184,573,690
7
60
$3,076,228
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Steven Vannelli Work History
Steven has been registered as a financial advisor for 6 years.*
Knowledge Leaders Capital (Formerly Gavekal Capital)
*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 Steven Vannelli 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 Knowledge Leaders Capital, LLC
Denver, CO
Denver, CO
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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