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The von Dohlen Knuffke Financial Group
The Von Dohlen Knuffke Financial Group, LLC is a state-registered investment adviser in San Antonio, TX. It has 2 employees and 2 investment advisers.
Overview
The Von Dohlen Knuffke Financial Group, LLC is a state-registered investment adviser in San Antonio, TX. It has 2 employees and 2 investment advisers. The firm is based in Texas.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at The von Dohlen Knuffke Financial Group?
Investment decisions are led by co-founders George von Dohlen and Peter Knuffke, both of whom have backgrounds in tax-advantaged portfolio management. The firm uses a committee-based approach to select asset allocations and recommend third-party managers (public record).
What investment stages or asset classes does the firm target?
The firm targets a diversified mix of public equities, investment-grade bonds, municipal securities, and select alternative investments. It does not appear to engage in venture capital or direct private equity, instead focusing on managed portfolios and fund investments (public record).
How does the firm source proprietary deal flow?
The von Dohlen Knuffke Financial Group does not appear to source proprietary direct investments. Its model relies on third-party asset managers, mutual funds, and exchange-traded products for client portfolios (public record).
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