$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-29-2004
- Office Locations
- 1
Office Locations
30 OLD Kings Highway South Suite 214 Darien CT
About Makenna & Company, Inc.
Makenna & Company, Inc. is a boutique, founder-led RIA in Darien, CT providing family wealth management with financial planning, estate planning, insurance guidance, and portfolio construction/asset management. Investment implementation uses public funds, including ETFs and mutual funds, with custody at Charles Schwab.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$633.3K AVG AUM / CLIENT
21.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Request access to benchmark trends tied to legacy.
See the complete signal summary connected to horizon frontier.
Upgrade to reveal position-level detail across matrix radial.
Unlock to compare peer behavior around oak foundation.
Premium access reveals conviction themes in glacier zenith.
Unlock to see real insight on frontier harbor.
See the complete signal summary connected to vector ember.
Request access to benchmark trends tied to value signal.
Asset Classes
Frontier
Investment Vehicles
Capital atlas
Services
Meridian peak Bridge Matrix insight Atlas prime Unison
Owner & Executives
MAKENNA RITTER FLAGG
Financial Advisor, General Partner, President
- CRD
- #1140635
- Ownership
- 75% or more
(528) 215-8905
peak.bridge@foundationcapital.com
in linkedin.com/in/oak-value
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,800,000
Public Funds:
31.9% Cash:
26.0% Equity - Exchange:
42.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $716,952,272 | 31.9% |
| Cash | $584,349,814 | 26.0% |
| Equity - Exchange | $946,197,200 | 42.1% |
| Total | $2,247,499,286 | 100.0% |