Phillip
Stackowicz
Knights Of Columbus Asset Advisors LLC
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About this Advisor
Phillip Stackowicz is a financial advisor working out of South Bend, Indiana with a total of 2 years of industry experience. Stackowicz is an advisor for Knights Of Columbus Asset Advisors LLC. Throughout their career, Stackowicz has worked at Knights Of Columbus Insurance and Knights Of Columbus Asset Advisors LLC. Stackowicz maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Indiana and Kentucky. Knights Of Columbus Asset Advisors LLC is a financial advisory firm operating out of New Haven, CT. The company has a total of 189 people on staff. It controls $26 billion in assets under management between its 2,359 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises nine charities and foundations. The firm offers a number of services, including 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. Financial advisory fee schedules are based on the services offered. Fees billed by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Knights Of Columbus Asset Advisors LLC Brokerage Details
$25,777,552,717
189
2,359
$10,927,322
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
Phillip Stackowicz Work History
Phillip has been registered as a financial advisor for 2 years.*
Knights Of Columbus Asset Advisors LLC
Knights Of Columbus Insurance
*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 Phillip Stackowicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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