D. Craig Mckenna Advisors, Inc.

D. Craig Mckenna Advisors, Inc. (CRD# 145528) is a financial advisory firm headquartered in American Fork, UT. They manage $12,228,000 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $128,716
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at D. Craig Mckenna Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven D. Davis
CRD#: 5076670
131 South 700 East, American Fork, UT 84003
93
Wealthminder
score

Steven Davis (CRD# 5076670) is an Investment Advisor Representative working at D. Craig Mckenna Advisors, Inc. in American Fork, UT and has over 7 years of experience in the finance industry.

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