Philip Jeffrey Mckenna
Philip Jeffrey Mckenna (CRD# 113271) is a financial advisory firm headquartered in , . They manage $12,377,610 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Philip Jeffrey Mckenna
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$884,115
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
CA
Financial Advisors at Philip Jeffrey Mckenna
No Advisor Found.
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