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THE KNOX GROUP WEALTH MANAGEMENT
THE KNOX GROUP GLOBAL WEALTH MANAGEMENT PROFESSIONAL CORPORATION
CRD 298662
51 JFK PARKWAY, SHORT HILLS, NJ, 07078, United States
Phone
973-218-2496
Fax
973-218-2670
Registration
— (—)
Source
State registered
Total AUM
$25.1M
Discretionary AUM
$25.1M
Team
2 total employees; 1 advisory reps; 87 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $20.0M |
| High net worth individuals | 5 | $5.1M |
All web addresses on file
Official SEC filing: View on IAPD