National Retirement Planning Experts

National Coverage
Local Professionals

CORRIGAN FINANCIAL INC

747 Aquidneck Ave Ste 1
Middletown, Rhode Island 2842
Tel: 401-849-9313

Need a Financial Advisor?
Compare Vetted Advisors

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 $931,917,000 assets under management, offering retirement planning & investment advisory services to 1089 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109115
SEC#801-54883
Assets Managed by Firm$931,917,000
No. of Clients1089
No. of Advisors17

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total1089$931,917,000
Individuals (other than high net worth individuals)1034$708,754,000
High net worth individuals15$149,206,000
Pension and profit sharing plans20$33,694,000
Charitable organizations22$40,263,000

More Retirement Planning firms in Middletown, Rhode Island:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FIAM LLC
900 Salem Street
Smithfield, RI, 2917
$152,386,258,592620199
PROVIDENCE EQUITY PARTNERS L.L.C.
50 Kennedy Plaza 18th Floor
Providence, RI, 2903
$23,513,292,81737165
NAUTIC PARTNERS, LLC
50 Kennedy Plaza, 17th Floor
Providence, RI, 02903-2393
$8,599,323,0602365
CITIZENS SECURITIES, INC.
One Citizens Bank Way, Jcb135
Johnston, RI, 2043
$6,960,227,08847802613
PARSONS CAPITAL MANAGEMENT INC
40 Westminster Street Ste 400
Providence, RI, 2903
$1,683,043,951173419

Explore More Retirement Advisors in Middletown, Rhode Island