Carleton Mckenna Advisors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Cleveland, Ohio
CRD number
159230
Registered since
March 18, 2015

Firm profile

FINTRX

Overview

Carleton Mckenna Advisors, LLC is organized as a limited liability company and is categorized in the source data as an investment bank. Ownership is described as a combination of a domestic entity and an individual. The firm did not provide descriptive details about its advisory offerings, fee schedules, or target client segments in the materials supplied. The firm is listed as not acting as a capital allocator and is not identified as an active ESG investor. It is also marked as not multi-state, not a pension consultant, not a related adviser, and not newly formed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
600 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth