|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Mullaney Keating & Wright Inc
✚
|
|
|---|---|
| CRD # | 110743 |
| SEC # | 801-47490 |
| CIK # | |
| AUM | $326.3 M (2024-09-25) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 860-521-9900 |
| Address | 29 South Main Street West Hartford, CT 06107 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 62.6 |
| (b) Individuals (high net worth individuals) | 74 | 224.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.5 |
| (h) Charitable organizations | 4 | 36.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 485 | 326.3 |
| By Discretionary | ||
| Discretionary | 11 | 279.8 |
| Non-Discretionary | 474 | 46.6 |
| Total | 485 | 326.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.3 | |
| Total | 485 | 326.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Callahan Wealth Advisory LLC
✚
|
0.3 | |
|
Silver Grove Financial Group Inc
✚
|
NY | 0.3 |
|
Masso Torrence Wealth Management Inc
✚
|
NJ | 0.3 |
|
Palouse Capital Management Inc
✚
|
WA | 0.3 |
|
Evans Investment Advisors LLC
✚
|
LA | 0.3 |
|
626 Financial LLC
✚
|
MI | 0.3 |
|
Sitrin Capital Management LLC
✚
|
CA | 0.3 |
|
Ashworth Wealth LLC
✚
|
UT | 0.3 |
|
Olistico Wealth LLC
✚
|
OK | 0.3 |
|
Duvarney Craig Douglas
✚
|
0.3 |