Daniel
Evans

Knights Of Columbus Asset Advisors LLC

CRD#7517531
Investment Advisor
in New Haven, CT

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About this Advisor

Daniel Evans is a financial advisor based in New Haven, Connecticut, working with Knights Of Columbus Asset Advisors LLC. Daniel has previously held positions at Knights Of Columbus Insurance, the United States Navy, and Knights Of Columbus Asset Advisors, LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Florida, Maryland, North Carolina, Virginia, and West Virginia. Currently, Daniel is part of Knights Of Columbus Asset Advisors LLC, which operates out of New Haven, Connecticut. 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

One Columbus Plaza
New Haven, CT 06510

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$27,242,773,364

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

225

CT Average: 35
Total Number of Accounts

3,799

CT Average: 690
Average Account Size

$7,171,038

CT 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

Daniel Evans Work History

2022 - Present (2 years)

Knights Of Columbus Asset Advisors, LLC

2019 - Present (5 years)

Knights Of Columbus Insurance

2014 - Present (10 years)

United States Navy

Disclosures

Please visit the SEC profile of Daniel Evans 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

Ian Johnstone
Lincoln, NE
Gregory Waddle
Waukee, IA
Ananias Ayroso
Hayward, CA
Jonathan Knaus
New Haven, CT
Francisco Hernandez
Floral Park, NY
Timothy Buback
New Haven, CT
Brandon Castille
La Habra, CA
Alfred Lugo
Pasadena, CA

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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