Knelman Asset Management Group, LLC is an adviser based in Paris. It manages $42 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kentucky and Minnesota.
Knelman Asset Management Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Knelman Asset Management Group, LLC is $42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Knelman Asset Management Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Knelman Asset Management Group, LLC performs its advisory services is located at 440 Spears Mill Road, Paris, KY 40361, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 612-341-8197 or by fax 612-341-8226. The normal business hours are 8:00 am-5:00 pm on Monday - Friday.