MKN Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 161819
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.37%
- Individuals1.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MKN Wealth Management LLC is a privately held limited liability company that provides portfolio management for individuals and small businesses. The firm is owner-operated and focuses on fee-based advice charged as a percentage of assets under management. Clients are primarily individual and family households rather than institutional or pension mandates. MKN does not identify as an active ESG investor, is not set up as a capital allocator or a pension consultant, and does not operate as a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities70%
- State & Local Bonds15%
- Cash & Cash Equivalents15%
Contacts
1 of 1
Mary Norris
OwnerCRD 1251971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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