MCKINLEY FINANCIAL

Overview

Mckinley Financial is organized as a corporation that serves both individual/family and institutional clients. The firm charges advisory fees calculated as a percentage of assets under management and focuses its advisory work on portfolio management for individuals and small businesses, along with pension consulting services (it is not registered as a pension consultant). It does not identify as an active ESG investor, is not presented as a multi-state adviser, and is not positioned as a capital allocator. The firm lists an industry affiliation with accounting professionals.

Assets & Accounts

Investments & Alternatives

Location & Offices