M
CRD: 120366
Mckenna & Sullivan INC
Southampton, PA, 18966
2153645770
$18.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-1999
- Office Locations
- 1
Office Locations
1111 Street Road, #312 Southampton PA
About Mckenna & Sullivan INC
Mckenna & Sullivan INC is a Southampton-based RIA. The firm has been operating for 26 years. Managing $18.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$674.6K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Summit matrix
Investment Themes
Harbor Ember vertex
Investment Vehicles
Radial
Services
Ember pathway Vector Signal quantum Catalyst Summit
Owner & Executives
W
WILLIAM MCKENNA JR
President
- CRD
- #708119
- Ownership
- 75% or more
(478) 656-4319
summit.atlas@glaciercapital.com
in linkedin.com/in/oak-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,213,973 | -- |
| Total | $18,213,973 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,213,973
Equity - Exchange:
59.8% Cash:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,676,694,368 | 59.8% |
| Cash | $3,143,864,775 | 40.2% |
| Total | $7,820,559,143 | 100.0% |