RIA Intel›Advisers›Pennsylvania›MCKENNA & SULLIVAN INC

MCKENNA & SULLIVAN INC

Advisory

SOUTHAMPTON, PA

Data as of Oct 11, 2023 · Source: SEC Form ADV

Rank in PA

#1,268

of 1,528 advisers by AUM

Average account

$675K

across 27 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 11, 2023.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$0

Non-Discretionary AUM$18M

Discretionary %0%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

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

27 clients

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

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