AdvisorOS Directory
Claim Profile
JM

James Bennett Mckenna

AMERICAN REALTY ADVISORS·GLENDALE, California
Unclaimed Profile
801 N BRAND BLVD, SUITE 800, GLENDALE, CA 91203-1237CRD# 2020858Firm CRD# 107965
01

About

James Bennett Mckenna is a registered financial advisor based in GLENDALE, California, affiliated with AMERICAN REALTY ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AMERICAN REALTY ADVISORS, LLC
AMERICAN REALTY ADVISORS
AUM
$3.4B
Regulatory assets under management
Employees
80
Total firm employees
View all advisors at AMERICAN REALTY ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2020858
Firm CRD# 107965
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GLENDALE?

Browse all registered financial advisors in GLENDALE, California or claim this profile if it's yours.

Browse GLENDALE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Bennett Mckenna offer?
James Bennett Mckenna specializes in Retirement Planning, Wealth Management. Contact their office in GLENDALE, California for a consultation.
What are James Bennett Mckenna's credentials?
James Bennett Mckenna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bennett Mckenna located?
James Bennett Mckenna is based in GLENDALE, California, working with AMERICAN REALTY ADVISORS. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does James Bennett Mckenna charge for services?
James Bennett Mckenna's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN REALTY ADVISORS?
AMERICAN REALTY ADVISORS has approximately 80 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GLENDALE
Andrew J Kim — DIRECT LENDING INVESTMENTS, LLCLouis Charles Lucido — DOUBLELINE CAPITAL LPMilan Konkol — U.S. BANCORP ADVISORS, LLCDaniel Cesar Caneva — U.S. BANCORP ADVISORS, LLCBrendan Matthew Ross — DIRECT LENDING INVESTMENTS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile