


High Knoll Wealth Advisors
Investment Management • Lexington, Kentucky, United States • 1-10 Employees
Company overview
| Headquarters | 115 W Short St, Lexington, Kentucky 40507, US |
| Website | |
| NAICS | 5231 |
| Keywords | Wealth Management, Asset Allocation, Portfolio Management, Financial Planning, Investment Management |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at High Knoll Wealth Advisors
Clark Wood
Vice President, Wealth Advisor
High Knoll Wealth Advisors Email Formats
High Knoll Wealth Advisors uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@highknollwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@highknollwealth.com | 100% |
About High Knoll Wealth Advisors
At High Knoll Wealth Advisors, we understand that the full potential of your wealth is as unique and complex as you are. It encompasses your life story, family, community, values, goals, and assets. Our mission is to help you unlock that potential by creating a solid, integrated wealth plan that enhances every aspect of your financial journey. We recognize that individual financial decisions have a significant impact on your overarching goals. That's why our team of in-house experts takes a comprehensive approach, collaborating across your entire balance sheet. We assess all your assets and liabilities to develop and implement a holistic plan that aligns with your aspirations. By leveraging our expertise and considering your complete financial landscape, we can craft a personalized wealth plan that addresses your specific needs. Whether you're an individual seeking to optimize your financial situation, a retirement plan sponsor looking to provide the best options for your employees, or an endowment or foundation aiming to align your investments with your mission, we have the knowledge and experience to guide you towards success. At High Knoll Wealth Advisors, we are dedicated to helping you achieve your financial goals and unlock the true potential of your wealth. Let us be your trusted partner on this journey, providing comprehensive wealth management solutions tailored to your unique circumstances. Contact us today to start realizing your financial aspirations.
High Knoll Wealth Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
High Knoll Wealth Advisors has never raised funding before.
High Knoll Wealth Advisors Tech Stack
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Frequently asked questions
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