CARLETON MCKENNA ADVISORS, LLC

Overview

Carleton Mckenna Advisors, LLC is organized as a limited liability company and shows up in public records as an SEC-registered entity since 2015. Regulatory filings classify the business as an investment bank rather than a traditional registered investment adviser focused on retail or institutional asset management. Ownership is identified under the categories "domestic entity" and "individual." Filings indicate the firm is not a capital allocator, is not designated an active ESG investor, and does not operate as a multistate adviser or pension consultant.

Assets & Accounts

Location & Offices