M.K. Byrne & Co. LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$90,829,001
Total clients
37
70% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
19
Average account size
$2,454,838
About
M.K. Byrne & Co. LLC advises individuals, high‑net‑worth individuals, and families, offering a combination of tax planning and compliance, personal financial planning, and investment advisory services. The firm delivers an integrated wealth advisory service that coordinates ongoing investment management with tax and planning work for household finances.
The firm’s investment process is built on a Modern Portfolio Theory framework with a tactical asset‑allocation overlay, typically implemented through diversified mutual funds and ETFs and organized around preservation‑focused, total‑return, and committed‑growth strategies. Investment recommendations are documented in an Investment Policy Statement and managed under a fiduciary standard, with periodic portfolio monitoring and coordination of tax‑sensitive trades and planning.
What distinguishes the firm from many peers is that it is also a New Jersey‑registered accounting firm with CPA professionals who provide tax services under CPA supervision, enabling a single‑firm delivery of tax compliance and advisory work alongside portfolio management. The firm also discloses that some advisers are licensed insurance agents who may offer commission‑based insurance products (clients are not required to purchase), and it manages roughly $90.8 million for a small client base, reflecting a relatively concentrated, advisor‑supported practice.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1% $1,000,001+: 0.50%
Insurance products offered by certain members pay commissions, including for fixed and equity indexed annuities
$400 per hour for tax and financial planning services
Account minimum: $10,000 annual fee minimum Minimum fee: $10,000 annual fee minimum for Wealth Advisory Service Fee-only: Hourly fee of $400 for tax and financial planning services
Main office location
M.K. Byrne & Co. LLC
2001 Route 46, Suite 211
Parsippany NJ 07054, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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