MK Strategic Equities
Firm details
- Headquarters
- ,
- CRD number
- 152853
- Website
- www.mkstrategicequities.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.65%
- HNWI38.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
MK Strategic Equities operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm is owned by an individual and focuses on serving individual and family clients, with advisory activity centered on portfolio management for individuals and small businesses. Its fee model is a percentage-of-assets-under-management arrangement. The firm also lists other financial product sales as part of its business activities. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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