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Patricia Ann Mackensen

MACKENSEN & CO INC·HAMPTON, New Hampshire
MACKENSEN & CO INC
6 MERRILL DRIVE, HAMPTON, NH 03842CRD# 4376778Firm CRD# 107937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Ann Mackensen · HAMPTON, NH
Registration
CRD #4376778 · MACKENSEN & CO INC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Patricia Ann Mackensen is a registered financial advisor based in HAMPTON, New Hampshire, affiliated with MACKENSEN & CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MACKENSEN & COMPANY, INC.
MACKENSEN & COMPANY, INC.
AUM
$156M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4376778
Firm CRD# 107937
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patricia Ann Mackensen offer?
Patricia Ann Mackensen specializes in Financial Planning, Investment Management. Contact their office in HAMPTON, New Hampshire for a consultation.
What are Patricia Ann Mackensen's credentials?
Patricia Ann Mackensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Mackensen located?
Patricia Ann Mackensen is based in HAMPTON, New Hampshire, working with MACKENSEN & CO INC. Their office serves clients in the HAMPTON metropolitan area and surrounding communities.
How does Patricia Ann Mackensen charge for services?
Patricia Ann Mackensen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACKENSEN & CO INC?
MACKENSEN & CO INC has approximately 3 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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