Unclaimed Profile

Mckenzie Jane Frankel

ENTRUST FINANCIAL LLC·WAYNE, Pennsylvania

Clean recordENTRUST FINANCIAL LLC

487 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 4991378Firm CRD# 174694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mckenzie Jane Frankel · WAYNE, PA

Registration

CRD #4991378 · ENTRUST FINANCIAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mckenzie Jane Frankel is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with ENTRUST FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ENTRUST FINANCIAL LLC

AUM

$266M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ENTRUST FINANCIAL LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4991378

Firm CRD# 174694

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mckenzie Jane Frankel offer?

Mckenzie Jane Frankel specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Mckenzie Jane Frankel's credentials?

Mckenzie Jane Frankel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mckenzie Jane Frankel located?

Mckenzie Jane Frankel is based in WAYNE, Pennsylvania, working with ENTRUST FINANCIAL LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Mckenzie Jane Frankel charge for services?

Mckenzie Jane Frankel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTRUST FINANCIAL LLC?

ENTRUST FINANCIAL LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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