M.K. Byrne & Co LLC

Overview

M.K. Byrne & Co LLC operates as an independent registered investment adviser structured as a limited liability company and owned by an individual. Its clientele is focused on individuals and families, with advisory services centered on financial planning and portfolio management for individuals and small businesses. The firm also performs insurance brokerage and accounting functions, which suggests it integrates insurance products into client solutions alongside investment advice. Compensation is a mix of a percentage-of-assets-under-management and hourly charges. The firm does not position itself as an ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives