|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| PARR McKnight Wealth Management Group LLC
✚
|
|
|---|---|
| CRD # | 330050 |
| SEC # | 801-130400 |
| CIK # | 0002026926 |
| AUM | $952.4 M (2025-03-17) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Phone | 612-324-0235 |
| Address | 333 S 7th Street, Suite 2370 Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 33.3 | ||
| Apple Inc | 25.7 | ||
| J P Morgan Chase & Co | 13.0 | ||
| Broadcom Inc | 12.1 | ||
| Lowes Companies Inc | 10.0 | ||
| Chevron Corp | 9.8 | ||
| Facebook Inc | 8.7 | ||
| Johnson & Johnson | 8.1 | ||
| UnitedHealth Group Inc | 8.0 | ||
| Accenture PLC | 7.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 84.5 |
| (b) Individuals (high net worth individuals) | 150 | 700.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 88.3 |
| (h) Charitable organizations | 5 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 75.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,711 | 952.4 |
| By Discretionary | ||
| Discretionary | 1,600 | 802.0 |
| Non-Discretionary | 1,111 | 150.3 |
| Total | 2,711 | 952.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 952.1 | |
| Total | 2,711 | 952.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002026926] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Robert Harrell Incorporated
✚
|
TX | 1.0 |
|
Deerfield Financial Advisors Inc
✚
|
IN | 1.0 |
|
CLG LLC
✚
|
CA | 1.0 |
|
Liquid Strategies LLC
✚
|
GA | 1.0 |
|
Prometheus Wealth Management Sam
✚
|
0.9 | |
|
Eagle Bay Advisors LLC
✚
|
NY | 0.9 |
|
Panoramika Advisors Inc
✚
|
FL | 0.9 |
|
Bruni J V & Co
✚
|
CO | 0.9 |
|
Concord Wealth Partners
✚
|
VA | 0.9 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.9 |