$90.8M Total AUM
$82.3M Disc. AUM
-- 3Y CAGR
2 Employees
74 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-2020
- Office Locations
- 1
Office Locations
2001 Route 46 Suite 211 Parsippany NJ
About M.k. Byrne & Co. LLC
M.K. Byrne & Co. is a Parsippany, NJ RIA focused on helping clients 50+ plan and transition into retirement. The firm combines tax services, retirement planning, and investment guidance in an ongoing advisory relationship led by Kieran Byrne (CPA, CFA, CFP). Custodies with Charles Schwab.
Team overview
-- AVG AGE
$45.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Catalyst prime Peak
Client Personas
Zenith Signal
Custodian
Wave vertex
Investment Themes
Horizon Vertex eagle Alpha
Investment Vehicles
Vertex Alpha
Services
Pathway oak Bridge Unison Vector Prime
Owner & Executives
MATTHEW KIERAN BYRNE
Director, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5626657
- Ownership
- 50% but less than 75%
(483) 650-5318
eagle.crest@atlascapital.com
in linkedin.com/in/matrix-pathway
C
CHRISTOPHER MICHAEL CULLINA
Chief Compliance Officer, Owner
- CRD
- #6812239
- Ownership
- 25% but less than 50%
(675) 536-6400
prime.focus@beaconcapital.com
in linkedin.com/in/pioneer-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,281,500 | -- |
| Non-Discretionary | $8,547,501 | -- |
| Total | $90,829,001 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,829,001
Public Funds:
30.8% Cash:
23.0% U.S. Government/Agency:
13.1% Equity - Exchange:
33.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,247,699,704 | 30.8% |
| Cash | $1,678,477,052 | 23.0% |
| U.S. Government/Agency | $956,002,147 | 13.1% |
| Equity - Exchange | $2,415,547,409 | 33.1% |
| Total | $7,297,726,312 | 100.0% |