MAKENNA & COMPANY, INC.
Firm details
- Headquarters
- DARIEN, Connecticut
- CRD number
- 132744
- Website
- makennaandcompany.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Makenna & Company, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management tailored to individuals and families. The firm is structured as a corporation and is owned by an individual. Makenna & Company does not engage in capital allocation and is not classified as a multi-state adviser. The firm’s investment strategy does not include active ESG investing, and it does not serve as a pension consultant. Makenna & Company emphasizes a fee structure based on a percentage of assets under management (AUM) and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents34%
- Exchange Traded Equities29%
Contacts
1 of 1MAKENNA FLAGG
PresidentCRD 1140635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DARIEN, CT
FAIRFIELD
Location
DARIEN, CT
Headquartered in DARIEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 30 Old Kings Hwy S
- Time zone
- ET (UTC-5)
- Office locations
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