29 South Main Street
Suite 212
West Hartford, Connecticut 06107
Tel: 860-521-9900
MULLANEY KEATING & WRIGHT INC, formally registered with the SEC as MULLANEY KEATING & WRIGHT INC. The firm was established in 09/21/1994. They have over 1 offices throughout the country.
MULLANEY KEATING & WRIGHT INC is a West Hartford, Connecticut based Financial Planning firm with nearly $326,335,637 assets under management, offering retirement planning & investment advisory services to 485 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110743 |
| SEC# | 801-47490 |
| Assets Managed by Firm | $326,335,637 |
| No. of Clients | 485 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 485 | $326,335,637 |
| Individuals (other than high net worth individuals) | 113 | $62,580,696 |
| High net worth individuals | 74 | $224,450,206 |
| Pension and profit sharing plans | 1 | $2,482,813 |
| Charitable organizations | 4 | $36,130,800 |
| Corporations or other businesses | 2 | $691,122 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
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