John
Spencer

Knights Of Columbus Asset Advisors LLC

CRD#7350755
Investment Advisor
in Marietta, OH

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About this Advisor

John Spencer is a financial advisor based in Marietta, Ohio, working with Knights Of Columbus Asset Advisors LLC. John has previously held positions at Knights Of Columbus Asset Advisors LLC and Knights Of Columbus Insurance. John has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, John is part of Knights Of Columbus Asset Advisors LLC, which operates out of Marietta, Ohio. 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

2167B State Route 821
Marietta, OH 45750

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$27,242,773,364

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

225

OH Average: 35
Total Number of Accounts

3,799

OH Average: 690
Average Account Size

$7,171,038

OH 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

John Spencer Work History

2021 - Present (3 years)

Knights Of Columbus Asset Advisors LLC

2011 - Present (13 years)

Knights Of Columbus Insurance

Disclosures

Please visit the SEC profile of John Spencer 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

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

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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