Company Information

Get to know Douglas, Knight & Associates, Inc

Founded in 1993, Douglas, Knight & Associates, Inc is a Registered Investment Adviser (RIA) based in Newport Beach, California. The firm specializes in providing discretionary investment management services and comprehensive wealth management. Their mission is to offer clients objective, tailored investment strategies and personalized service, acting as a fiduciary to manage portfolios that align with each client's unique financial goals and risk tolerance.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Douglas, Knight & Associates, Inc

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.