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MAKENNA & COMPANY, INC.
CRD 132744
30 OLD KINGS HIGHWAY SOUTH, SUITE 214, DARIEN, CT, 06820, United States
Phone
203-202-2117
Fax
203-202-1600
Registration
— (—)
Source
State registered
Total AUM
$3.8M
Discretionary AUM
$3.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2024-11-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.8M |
All web addresses on file
Official SEC filing: View on IAPD