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Building 2CORRIGAN FINANCIAL INC

Map pinMIDDLETOWN, RI
Phone401-849-9313
NotebookSEC #801-54883
Total AUM
$1.1B
Employees
19
Clients
1,129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
747 AQUIDNECK AVE STE 1
MIDDLETOWN
RI 02842
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
401-849-9313

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,084
Discretionary
$1.1B
Accounts
1,078
Non-Discretionary
$3.9M
Accounts
6

ContactClients

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Individual Clients
1,056
AUM
$801.6M
HNW Individual Clients
28
AUM
$242.8M
Pension/Profit Sharing Plan Clients
13
AUM
$41.2M
Charitable Organization Clients
32
AUM
$62.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PLANNING AND PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAMAMENHNYPARITXVA

HandshakeAffiliates

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

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