Robert
Stevens
Knights Of Columbus Asset Advisors LLC
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About this Advisor
Robert Stevens is a financial advisor based in Shawnee, Oklahoma, working with Knights Of Columbus Asset Advisors LLC. Robert has previously held positions at Knights Of Columbus Insurance, Knights Of Columbus Asset Advisors LLC, and Paragon Industries. Robert has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, Robert is part of Knights Of Columbus Asset Advisors LLC, which operates out of Shawnee, Oklahoma. 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
Services Offered
Fee Structure
Office Location
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Knights Of Columbus Asset Advisors LLC Brokerage Details
$27,242,773,364
225
3,799
$7,171,038
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
Robert Stevens Work History
Knights Of Columbus Asset Advisors LLC
Knights Of Columbus Insurance
Paragon Industries
Disclosures
Please visit the SEC profile of Robert Stevens 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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