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| Mullaney Keating & Wright Inc
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|---|---|
| CRD # | 110743 |
| SEC # | 801-47490 |
| CIK # | 0002135840 |
| AUM | 337.0 M (2026-05-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 860-521-9900 |
| Address | 386 Main Street Middletown, CT 06457 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 62.3 | ||
| Sherwin Williams Co | 5.3 | ||
| Coca Cola Bottling Co Consolidated /DE/ | 2.8 | ||
| Microsoft Corp | 1.1 | ||
| Global MOFY Metaverse Ltd | 1.1 | ||
| Valero Energy Corp/Tx | 1.0 | ||
| Caterpillar Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 68.7 |
| (b) Individuals (high net worth individuals) | 70 | 227.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.2 |
| (h) Charitable organizations | 2 | 38.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 504 | 337.0 |
| By Discretionary | ||
| Discretionary | 493 | 300.1 |
| Non-Discretionary | 11 | 36.9 |
| Total | 504 | 337.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.0 | |
| Total | 504 | 337.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002135840] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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