Neil
Pfeifer

Knights Of Columbus Asset Advisors LLC

CRD#7324745
Investment Advisor
in New Haven, CT

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About this Advisor

Neil Pfeifer is a financial advisor based in New Haven, Connecticut, working with Knights Of Columbus Asset Advisors LLC. Neil has previously held positions at Knights Of Columbus Insurance and Knights Of Columbus Asset Advisors. Neil has passed the Series 65 regulatory exam and is registered to provide services in Alaska, Arizona, Arkansas, Colorado, Hawaii, Idaho, Iowa, Kansas, Michigan, Missouri, Montana, Nebraska, Nevada, New Mexico, Oklahoma, Oregon, Texas, Utah, Washington, and Wyoming. Currently, Neil 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

Neil Pfeifer Work History

2021 - Present (3 years)

Knights Of Columbus Asset Advisors

1994 - Present (30 years)

Knights Of Columbus Insurance

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Neil Pfeifer 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

Lawrence Kennedy
Sanford, FL
Robert Howard
Charlottesville, VA
Paul Harrington
New Haven, CT
Arnold Fiscelli
New Haven, CT
Manuel Moreira
Roseville, CA
Francisco Hernandez
Floral Park, NY
Brandon Castille
La Habra, CA
Paul Mcmahon
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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