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Building 2MULLANEY KEATING & WRIGHT INC

Map pinMIDDLETOWN, CT
Phone860-521-9900
NotebookSEC #801-47490
Total AUM
$337M
Employees
3
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
386 MAIN STREET
SUITE 501
MIDDLETOWN
CT 06457
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
860-521-9900

ReceiptFinancials

Total AUM
$337M
Accounts
504
Discretionary
$300.1M
Accounts
493
Non-Discretionary
$36.9M
Accounts
11

ContactClients

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Individual Clients
110
AUM
$68.7M
HNW Individual Clients
70
AUM
$227.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M
Charitable Organization Clients
2
AUM
$38.1M
Corporation or Business Clients
2
AUM
$697K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNENHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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