Daniel
Schachle

Knights Of Columbus Asset Advisors LLC

CRD#7374263
Investment Advisor
in Dickson, TN

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About this Advisor

Daniel Schachle is a financial advisor based in Dickson, Tennessee, working with Knights Of Columbus Asset Advisors LLC. Daniel has previously held positions at Knights Of Columbus Insurance and Knights Of Columbus Asset Advisors. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Arkansas, Kentucky, and Tennessee. Currently, Daniel is part of Knights Of Columbus Asset Advisors LLC, which operates out of Dickson, Tennessee. 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

Dickson, TN

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$27,242,773,364

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

225

TN Average: 35
Total Number of Accounts

3,799

TN Average: 690
Average Account Size

$7,171,038

TN 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

Daniel Schachle Work History

2021 - Present (3 years)

Knights Of Columbuus Asset Advisors

2005 - Present (19 years)

Knights Of Columbus Insurance

Disclosures

Please visit the SEC profile of Daniel Schachle 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

Brian Ford
New Haven, CT
Lawrence Kennedy
Sanford, FL
Peter Sheen
New Haven, CT
Timothy Buback
New Haven, CT
Arnold Fiscelli
New Haven, CT
Francisco Hernandez
Floral Park, NY
Brandon Castille
La Habra, CA
Paul Harrington
New Haven, CT

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