Mackensen & Co Inc (Hampton)

Name: Mackensen & Co Inc
Address: 6 Merrill Drive, Hampton, NH, 03842
Telephone: 603-926-1775

Mackensen & Co Inc is a large advisory firm based in Hampton. It manages $102.03 million of regulatory assets for 510 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maine, Massachusetts, and New Hampshire.

Mackensen & provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for municipalities. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mackensen &: assets under management

The assets under management (AUM) of Mackensen & Co Inc is $102.03 million. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.52 million in discretionary accounts and $9.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $141.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mackensen & Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Mackensen & Co Inc

Warren Mackensen has been acting as President since 1 Sep 1991. Warren John Mackensen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Warren Mackensen	President	1 Sep 1991	75% - 100%	2138748
Patricia Ann Mackensen	Treasurer	1 Sep 1991	Other	4376778
Warren John Mackensen	President	1 Sep 1991	75% - 100%	2138748
Warren John Mackensen	Chief compliance officer	1 Jun 2012	Other	2138748
David Thomas Mayes	President and chief investment officer	1 Jun 2012	75% - 100%	4400889

Based in Hampton

The principal office where Mackensen & Co Inc performs its advisory services is located at 6 Merrill Drive, Hampton, NH 03842, 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 603-926-1775 or by fax 603-926-1249. The normal business hours are 9:00 am - 5:00 pm on Other. You can find more information about the New York firm at www.mackensen.com.