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).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts16ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Makenna & Company, Inc.
1
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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