Parr Mcknight Wealth Management Group
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 330050
- Registered since
- May 30, 2024
- Website
- www.parrmcknightwmg.com
- Custodians
- TRADE-PMR INC.
- 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 registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm acts as a capital allocator and serves both individual & family clients and institutional accounts. Its fee models include percentage-of-AUM and fixed-fee arrangements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Joe Enzler
Wealth Management AssistantCRD 7354170
Nelson Moen
Financial Advisor | Jr. PartnerCRD 6454482
Emily Dolan
Senior Registered Relationship ManagerCRD 5171856
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
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