CORRIGAN FINANCIAL INC

747 Aquidneck Ave Ste 1
Middletown, Rhode Island 02842
Tel: 401-849-9313

About CORRIGAN FINANCIAL INC

CORRIGAN FINANCIAL INC, formally registered with the SEC as CORRIGAN FINANCIAL INC. The firm was established in 09/01/1997. They have over 1 offices throughout the country.

CORRIGAN FINANCIAL INC is a Middletown, Rhode Island based Financial Planning firm with nearly $1,033,643,000 assets under management, offering retirement planning & investment advisory services to 1077 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109115
SEC#	801-54883
Assets Managed by Firm	$1,033,643,000
No. of Clients	1077
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (TAX PLANNING AND PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	1077	$1,033,643,000
Individuals (other than high net worth individuals)	1011	$733,753,000
High net worth individuals	23	$208,785,000
Pension and profit sharing plans	14	$37,656,000
Charitable organizations	29	$53,449,000

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