MCKENNA & SULLIVAN INC

RIASEC Registered

Total AUM

$18.2M

Discretionary

$0

0% of AUM

Avg account

$675K

Accounts

27

Employees

1

Advisory reps

1

Firm details

Headquarters: SOUTHAMPTON, Pennsylvania
CRD number: 120366
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mckenna & Sullivan Inc. operates as an independent registered investment advisor (RIA) and focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. Mckenna & Sullivan Inc. serves a client base primarily composed of individuals and families, employing a fee structure that includes a percentage of assets under management (AUM) and hourly charges. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Cash & Cash Equivalents5%

Contacts

1 of 1

WILLIAM MCKENNA
PresidentCRD 708119

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

SOUTHAMPTON, PA

BUCKS

Location

SOUTHAMPTON, PA

Headquartered in SOUTHAMPTON, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: BUCKS
Address: 1111 Street Rd
Time zone: ET (UTC-5)
Office locations

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