MKN Wealth Management LLC

RIASEC Registered
Total AUM
$33.7M
Discretionary
$33.7M
100% of AUM
Avg account
$535K
Accounts
63
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
161819
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI98.37%
  • Individuals1.63%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

MKN Wealth Management LLC is a privately held limited liability company that provides portfolio management for individuals and small businesses. The firm is owner-operated and focuses on fee-based advice charged as a percentage of assets under management. Clients are primarily individual and family households rather than institutional or pension mandates. MKN does not identify as an active ESG investor, is not set up as a capital allocator or a pension consultant, and does not operate as a multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, State & Local Bonds 15%, Cash & Cash Equivalents 15%70%
  • Exchange Traded Equities70%
  • State & Local Bonds15%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Mary Norris

    Mary Norris

    OwnerCRD 1251971

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth