2 KNIGHTS WEALTH MGMT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
133,613
Total plan assets
$16.7B
Filings (rows)
2
Direct comp
$13K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $6K |
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 65,407 | $7.5B | $7K |