MAKENNA & COMPANY, INC.

MAKENNA & COMPANY, INC. of DARIEN, CT is an SEC-registered investment adviser (CRD 132744). Regulatory assets under management: $3.8M.

Registration

• CRD: 132744
• Type: Registered investment adviser
• Location: 30 OLD KINGS HIGHWAY SOUTH, DARIEN, CT, 06820
• Phone: 203-202-2117
• Latest filing: 2024-11-13
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.8M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132744 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search