Mckinnon Asset Management, Inc. (Norfolk)

Name: Mckinnon Asset Management, Inc.
Address: 999 Waterside Drive Ste 1200, Norfolk, VA, 23510
Telephone: 757-623-4636

Mckinnon Asset Management, Inc. is an adviser based in Norfolk. It manages $7.34 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Virginia.

Mckinnon Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mckinnon Asset Management: assets under management

The assets under management (AUM) of Mckinnon Asset Management, Inc. is $7.34 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mckinnon Asset Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mckinnon Asset Management, Inc.

William James Mckinnon has been acting as President since 1 Jul 1990. Eric Scott Magrisi joined the executive team most recently as the Ex. Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William James Mckinnon	President	1 Jul 1990	50% - 75%	329068
Eric Scott Magrisi	Ex. vice president	1 Sep 1994	25% - 50%	1855925
William James Mckinnon	Vice president	1 Jul 1995	Other	2159002

Based in Norfolk

The principal office where Mckinnon Asset Management, Inc. performs its advisory services is located at 999 Waterside Drive Ste 1200, Norfolk, VA 23510, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-623-4636 or by fax 757-623-1560. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at mckinnonassetmanagement.com.