THE KNOX GROUP WEALTH MANAGEMENT

THE KNOX GROUP WEALTH MANAGEMENT of SHORT HILLS, NJ is an SEC-registered investment adviser (CRD 298662). Regulatory assets under management: $25.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 298662
• Type: Registered investment adviser
• Location: 51 JFK PARKWAY, SHORT HILLS, NJ, 07078
• Phone: 973-218-2496
• Latest filing: 2026-07-10
• Regulatory AUM: $25.1M
• Discretionary AUM: $25.1M
• Clients: 2
• Accounts: 87

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298662 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search