Joseph
Grayeske

Knights Of Columbus Asset Advisors LLC

CRD#7420164
Investment Advisor
in Pennsburg, PA

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About this Advisor

Joseph Grayeske is a financial advisor who works in Pennsburg, Pennsylvania with a total of 1 year of industry experience. Grayeske is an employee of Knights Of Columbus Asset Advisors LLC. During their career, the advisor has held roles at Knights Of Columbus Insurance and Knights Of Columbus Asset Advisors LLC. Grayeske maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in New York and Pennsylvania. Knights Of Columbus Asset Advisors LLC is a financial advisory company that has its headquarters in New Haven, CT. The firm has a total of 189 people on staff. It controls $26 billion in assets across its 2,359 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises nine charitable organizations. Knights Of Columbus Asset Advisors LLC provides a number of services, such as 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 management fees usually are based on which services are provided. However, fees billed by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

Pennsburg, PA

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$25,777,552,717

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

189

PA Average: 35
Total Number of Accounts

2,359

PA Average: 690
Average Account Size

$10,927,322

PA 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

Joseph Grayeske Work History

Joseph has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Knights Of Columbus Asset Advisors LLC

2012 - 2021 (9 years)

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 Joseph Grayeske 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

Lance Dufour
Locust Grove, OK
Thomas Varkados
Crystal Lake, IL
Robert Stevens
Shawnee, OK
Ronald Henry
New Haven, CT
Paul Mcmahon
New Haven, CT
Ian Johnstone
Lincoln, NE
Adam Tumminelli
Virginia Beach, VA
Daniel Falstad
New Haven, CT

The content in this profile was updated by SmartAsset on 4/16/2023. 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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