Trustee · Deroy & Devereaux Private Investment Counsel, Inc.
Karl L. Knas
CRD 4365544 · Named on Form ADV at one SEC-registered adviser
At a glance
Deroy & Devereaux Private Investment Counsel, Inc., an SEC-registered wealth manager based in Bloomfield Hills, MI with $2.6 billion in regulatory assets, lists Karl L. Knas on its Form ADV as Trustee.
Firms and roles
- Deroy & Devereaux Private Investment Counsel, Inc.TrusteeWealth manager · Bloomfield Hills, MI · $2.6B in regulatory assets
AtlasMembers
Karl’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Karl’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jeffrey W. WardlowChief Investment Officer & Portfolio Manager, Deroy & Devereaux Private Investment Counsel, Inc.
- Sean A. MetrosePresident & Portfolio Manager, Deroy & Devereaux Private Investment Counsel, Inc.
- Mary Elizabeth B. GrabelChief Compliance Officer, Deroy & Devereaux Private Investment Counsel, Inc.
- Sarah B. SchattnerShareholder, Deroy & Devereaux Private Investment Counsel, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karl’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.