Carleton Mckenna Advisors, LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 159230
- Registered since
- March 18, 2015
- Website
- www.carletonmckenna.com
Firm profile
FINTRXOverview
Carleton Mckenna Advisors, LLC is organized as a limited liability company and is categorized in the source data as an investment bank. Ownership is described as a combination of a domestic entity and an individual. The firm did not provide descriptive details about its advisory offerings, fee schedules, or target client segments in the materials supplied. The firm is listed as not acting as a capital allocator and is not identified as an active ESG investor. It is also marked as not multi-state, not a pension consultant, not a related adviser, and not newly formed.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 600 Superior Ave
- Time zone
- ET (UTC-5)
- Office locations
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