Parr Mcknight Wealth Management Group
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 330050
- Registered since
- May 30, 2024
- Website
- www.parrmcknightwmg.com
- Custodians
- TRADEPMR BY ROBINHOOD
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.08%
- Corporations / Businesses8.65%
- Individuals8.43%
- Pension & Profit Sharing Plans7.75%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Parr Mcknight Wealth Management Group is an independent RIA organized as an LLC that registered with the SEC in 2024. The firm serves both individual and family clients and institutional clients, charging a mix of percentage-of-AUM and fixed fees. It positions itself as a capital allocator, employing third‑party managers as part of its offering, and provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Parr Mcknight does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents10%
- US Government Bonds6%
- State & Local Bonds3%
Contacts
3 of 11
Emily Dolan
Senior Registered Relationship ManagerCRD 5171856
John Rudi
PartnerCRD 5210531
Patricia Kavanagh
Director Of Relationship ManagementCRD 6288825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$348M in ETFs
91%
$317M
8%
$31.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $41.7M | 55,740 | 11.98% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 333 S 7th St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
ASA Managed Account Managers LLC
RIAMinneapolis, MN
Northstar Capital
RIAMinneapolis, MN
Guardian Wealth Strategies, LLC
RIAMinneapolis, MN
Everest Financial Group
RIAMinneapolis, MN
Shoreview Industries V, LLC
RIAMinneapolis, MN
Financial Perspectives
RIAMinneapolis, MN