MK Strategic Equities
Firm details
- Headquarters
- ,
- CRD number
- 152853
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.65%
- HNWI38.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MK Strategic Equities is a sole-proprietorship investment adviser that serves individual and family clients, with an emphasis on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and reports its advisory activity as primarily non-discretionary. It is registered as an adviser but does not identify as an active ESG investor or a multi-state adviser. Business activities include other financial product sales, and the owner structure is an individual proprietor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Non-Exchange Traded Equities70%
- Exchange Traded Equities30%
Contacts
3 of 3
Michael Kissner
Registered Investment AdvisorCRD 2471528
David Kissner
Investment Advisor RepresentativeCRD 6743456
Marilyn Kissner
Investment Advisor RepresentativeCRD 6741479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations