Dakota
Dakota
Book a Demo
Talk to an Expert

Knox Avenue Financial Corp

EST. AUM
$144,725,154

CONTACTS
1

CLIENT ACCOUNTS
758

Firm Details

Metro area Minneapolis
CRD Number 289094
Website knoxavenuefinancial.com
Client types

Overview

Knox Avenue Financial Corp. is a registered investment advisor based in Minnesota, specializing in personalized financial planning services. The firm emphasizes the importance of understanding each client's unique financial situation and life goals. Their approach is centered on building long-term, meaningful relationships to guide clients through various financial decisions. Knox Avenue Financial offers a range of services, including asset allocation planning, business succession planning, and insurance planning, aiming to provide comprehensive support for individuals, families, and business owners.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy