$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
21 yrs Firm Age
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- 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
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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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
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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 | -- |
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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% |