Makenna & Company, Inc.

Makenna & Company, Inc. (CRD# 132744) is a financial advisory firm headquartered in Darien, CT. They manage $5,695,529 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $355,971
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Makenna & Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Makenna R. Flagg
CRD#: 1140635
30 Old Kings Highway South, Suite 214, Darien, CT 06820

Makenna Flagg (CRD# 1140635) is an Investment Advisor Representative working at Makenna & Company, Inc. in Darien, CT and has over 38 years of experience in the finance industry.

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