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Building 2PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Map pinMINNEAPOLIS, MN
Phone612-324-0240
NotebookSEC #801-130400
Total AUM
$1.1B
Employees
14
Clients
613

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 S 7TH STREET, SUITE 2370
MINNEAPOLIS
MN 55402
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
612-324-0240

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,040
Discretionary
$935.8M
Accounts
1,421
Non-Discretionary
$132.8M
Accounts
619

ContactClients

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Individual Clients
279
AUM
$90M
HNW Individual Clients
162
AUM
$802.3M
Pension/Profit Sharing Plan Clients
162
AUM
$82.8M
Charitable Organization Clients
5
AUM
$980.6K
Corporation or Business Clients
5
AUM
$92.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMAMNTXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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