Joseph
Colman
Colman Knight Advisory Group, LLC
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About this Advisor
Joseph Colman is a financial advisor based in Acton, Massachusetts, working with Colman Knight Advisory Group, LLC. Joseph has previously held positions at Jp Morgan, Kenyon College, and Colman Knight Advisory Group. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts, New Hampshire, and Texas. Currently, Joseph is part of Colman Knight Advisory Group, LLC, which operates out of Acton, Massachusetts. The firm has 3 offices and 5 employees. The firm manages assets totaling $151.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Colman Knight Advisory Group, LLC includes hourly and fixed fees.
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Colman Knight Advisory Group, LLC Brokerage Details
$151,647,041
5
383
$395,945
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joseph Colman Work History
Colman Knight Advisory Group
Jp Morgan
Kenyon College
Disclosures
Please visit the SEC profile of Joseph Colman 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 Colman Knight Advisory Group, LLC
Acton, MA
Acton, MA
Carlisle, MA
Carlisle, MA
Carlisle, MA
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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