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Mcdaniel Knutson Financial Partners
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Lawrence, Kansas
$316.1 million AUM
5 offices

Mcdaniel Knutson Financial Partners is based in Lawrence, Kansas and has $316.1 million in assets under management.

Location
3705 Clinton Parkway
Suite 200
Lawrence, KS 66047
$316.1 million
AUM
14
Employees
AUM Share
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$316,126,017
Assets under management
1,510 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 506 $104,863,371 33% $207,240
High net worth individuals 142 $190,765,903 60% $1,343,422
Pension and profit sharing plans 1 $245,260 0% $245,260
Charitable organizations 2 $384,350 0% $192,175
Other corporations or businesses 3 $19,867,133 6% $6,622,378
Employees Share
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14
Employees
5
Investment analysts
36% of total employees
AUM per employee Share
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$316,126,017
Assets under management
$22,580,430
AUM per employee
$63,225,203
AUM per investment analyst
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Compensation

Mcdaniel Knutson Financial Partners makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Mcdaniel Knutson Financial Partners provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
Firm data Share
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CRD number 114,412
SEC number 801-62611
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 27, 2020

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