D. B. Mckenna & Co, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Bennington, Vermont
CRD number
10386
Registered since
March 26, 1985

Firm profile

FINTRX

Overview

D. B. Mckenna & Co, Inc. is an SEC-registered corporate advisory firm that has been registered with the SEC since 1985. The firm is individually owned and is listed in FINTRX as an "unclassified" adviser, indicating it does not fit neatly into the standard RIA subcategories disclosed in the dataset. The available records do not detail the firm's client segments, fee schedules, or specific advisory services. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or as having a related adviser. Public disclosures provided to FINTRX are sparse: the firm has not supplied information on investment preferences, portfolio construction, or manager allocation priorities in the data set.

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

Contacts

3 of 6
  • Brian Mckenna

    Brian Mckenna

    Financial AdvisorCRD 5250645

  • Courtney Volkmer

    Operations AssistantCRD 7252313

  • Michael Mckenna

    Michael Mckenna

    Financial AdvisorCRD 2515866

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bennington, VT

Bennington

Location

Bennington, VT

Headquartered in Bennington, VT, in the Northeast of the United States.

Region
Northeast
County
Bennington
Address
207 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth