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Knecht Capital Management, LLC

EST. AUM
$116,001,805

CONTACTS

CLIENT ACCOUNTS
287

Firm Details

Metro area San Francisco
CRD Number 319100
Website knechtcapital.com
Client types

Overview

Knecht Capital Management, LLC is a Napa, California-based SEC-registered investment adviser (RIA) providing comprehensive wealth management, portfolio management and financial planning to individuals, families, small businesses and charitable organizations. The firm is owned and founded by Earl Knecht, CFP®, who serves as President and Chief Investment Officer. Its services combine investment management with retirement planning, tax-efficient planning, estate/family wealth transfer, insurance analysis and business financial advice. knechtcapital.com

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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