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Mckenzie Jane Frankel

ENTRUST FINANCIAL LLC·WAYNE, Pennsylvania
Unclaimed Profile
487 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 4991378Firm CRD# 174694
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ENTRUST FINANCIAL LLC
ENTRUST FINANCIAL LLC
AUM
$266M
Regulatory assets under management
Employees
5
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4991378
Firm CRD# 174694
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at ENTRUST FINANCIAL LLC

Jay Gordon Llewelyn
WAYNE, PA
Joseph Martinez
WAYNE, PA
Joslyn Gail Ewart
WAYNE, PA
Jennifer Mary Bravo
WAYNE, PA

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Nearby cities in Pennsylvania
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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