Mks Investment Management, Inc.

Mks Investment Management, Inc. (CRD# 112122) is a financial advisory firm headquartered in Hebron, CT. They manage $11,415,696 in 103 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1554, Hebron, CT 06248
http://www.2281040.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $110,832
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
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 David, financial advisor Colchester CT
Donald A. David
CRD#: 2766144
Colchester, CT

Donald David (CRD# 2766144) is an Investment Advisor Representative working at Mks Investment Management, Inc. in Colchester, CT and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals