Mks Investment Management, Inc.

Mks Investment Management, Inc. (CRD# 112122) is a financial advisory firm headquartered in Hebron, CT. They manage $10,067,249 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $228,801
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT

Financial Advisors at Mks Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Donald A. David
CRD#: 2766144
15 Alice Lane, Amston, CT 06231
93
Wealthminder
score

Donald David (CRD# 2766144) is an Investment Advisor Representative working at Mks Investment Management, Inc. in Amston, CT and has over 21 years of experience in the finance industry.

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