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MCKENNA & SULLIVAN INC
CRD 120366
1111 STREET ROAD, 312, SOUTHAMPTON, PA, 18966, United States
Phone
215-364-5770
Fax
215-355-5207
Registration
— (—)
Source
State registered
Total AUM
$18.2M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2023-10-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $18.2M |
Official SEC filing: View on IAPD