Makenna & Company, Inc.
Makenna & Company, Inc. (CRD# 132744) is a financial advisory firm headquartered in Darien, CT. They manage $8,651,744 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts39ACCOUNTS
Average Account Value$221,840
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Makenna Flagg (CRD# 1140635) is an Investment Advisor Representative working at Makenna & Company, Inc. in Darien, CT and has over 31 years of experience in the finance industry. Makenna Flagg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.