RIA Intel›Advisers›Connecticut›MAKENNA & COMPANY, INC.

MAKENNA & COMPANY, INC.

Advisory

DARIEN, CT

Data as of Nov 13, 2024 · Source: SEC Form ADV

Rank in CT

#1,251

of 1,312 advisers by AUM

Average account

$158K

across 24 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 13, 2024.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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