MACKENSEN & COMPANY, INC.
Total AUM
$156M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
380 LAFAYETTE ROAD
UNIT D
HAMPTON
NH 03842
United States
UNIT D
HAMPTON
NH 03842
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
603-926-1775
Financials
Total AUM
$156M
Accounts
551Discretionary
$128.5M
Accounts
492Non-Discretionary
$27.5M
Accounts
59
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR MUNICIPALITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MAMENH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.