MCKENNA & SULLIVAN INC

MCKENNA & SULLIVAN INC of SOUTHAMPTON, PA is an SEC-registered investment adviser (CRD 120366). Regulatory assets under management: $18.2M.

Registration

• CRD: 120366
• Type: Registered investment adviser
• Location: 1111 STREET ROAD, SOUTHAMPTON, PA, 18966
• Phone: 215-364-5770
• Latest filing: 2023-10-11
• Regulatory AUM: $18.2M
• Non-discretionary AUM: $18.2M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120366 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search