MNM VESTED, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 151350
- Website
- www.mnmvested.com
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
MNM Vested, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s stated advisory activity centers on financial planning for individual and family clients. It uses a fixed-fee compensation model and is not positioned as a multi-state adviser, pension consultant, or an ESG-focused manager. The firm is not listed as a capital allocator, which indicates it does not operate as a fund sponsor or manager-of-managers. Instead, MNM Vested appears to act as a direct adviser to private clients, delivering planning-oriented services rather than institutional or outsourced CIO offerings.
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
Contacts
1 of 1LAKHAUN MCKINLEY
Owner, Financial AdvisorCRD 5109328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 16420 Park Ten Pl
- Time zone
- CT (UTC-6)
- Office locations
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