Link copied!
Fund Codex
Mcdaniel Knutson Financial Partners
Find a fund
Fund Codex
About Fund Codex
Copyright © 2022 and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Mcdaniel Knutson Financial Partners Share
Link copied!

Table of Contents
Map Loading...
Overview Share
Link copied!
Back to Top
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.

3705 Clinton Parkway
Suite 200
Lawrence, KS 66047
$316.1 million
AUM Share
Link copied!
Back to Top
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
Link copied!
Back to Top
Investment analysts
36% of total employees
AUM per employee Share
Link copied!
Back to Top
Assets under management
AUM per employee
AUM per investment analyst
About Share
Link copied!
Back to Top

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
Link copied!
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

More Funds

See all...
Roam Global Management LP
Fund: $158,750,918
Farringdon Netherlands BV
Fund: Under $1 billion
Intrinsic Advisors, LLC
Fund: Under $1 billion
Fil Investment Advisors (Uk) LTD.
Fund: $5,715,714,000
Proquest Financial LLC
Fund: Under $1 billion
Dean Roland Russell, LLC
Fund: $308,387,947
Sharper & Granite LLC
Fund: $178,847,000
Salem Investment Counselors Inc
Fund: $1,640,685,984

Additional Funds

See all...
Saugatuck Capital Company
Fund: Under $1 billion
Hudson Realty Capital LLC
Fund: $135,223,289
Pflug Koory, LLC
Fund: $224,497,859
Mckinley Capital Management, LLC
Fund: $4,241,570,588
Rational Capital Partners LP
Fund: $501,000,000
N1 Advisors
Fund: $261,370,999

All of Fund Codex

See all...

Similar Funds to Mcdaniel Knutson Financial Partners

See all...
Mcdaniel Investments LLC
Fund: Under $1 billion
Financial Partners Group, Inc.
Fund: $410,615,395
Terry Mcdaniel & Company
Fund: $1,249,564,487
Anacap Financial Partners Limited
Fund: Under $1 billion
Gryphon Financial Partners
Fund: $1,178,442,326
Voya Financial Partners, LLC
Fund: Under $1 billion
Alpha Financial Partners LLC
Fund: $138,506,825