RIA Intel›Advisers›New Jersey›M.K. BYRNE & CO. LLC

M.K. BYRNE & CO. LLC

Advisory

PARSIPPANY, NJ

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in NJ
#603
of 775 advisers by AUM
Average account
$699K
across 130 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$91M
Discretionary %
90.6%
Clients
37
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$91M
Discretionary AUM$82M
Non-Discretionary AUM$9M
Discretionary %90.6%
Total Clients37
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

MYNAD LLC
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$91M
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HADDON WEALTH MANAGEMENT, LLC
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$90M
PEGASUS GROUP, LLC
MORRISTOWN, NJ
$91M
+18.2% 1Y
TRILOGY CAPITAL MANAGEMENT LLC
PRINCETON, NJ
$91M
+50.1% 1Y

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