747 Aquidneck Ave Ste 1
Middletown, Rhode Island 2842
Tel: 401-849-9313
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109115 |
SEC# | 801-54883 |
Assets Managed by Firm | $931,917,000 |
No. of Clients | 1089 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1089 | $931,917,000 |
Individuals (other than high net worth individuals) | 1034 | $708,754,000 |
High net worth individuals | 15 | $149,206,000 |
Pension and profit sharing plans | 20 | $33,694,000 |
Charitable organizations | 22 | $40,263,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$152,386,258,592 | 620 | 199 | |
$23,513,292,817 | 37 | 165 | |
$8,599,323,060 | 23 | 65 | |
$6,960,227,088 | 47802 | 613 | |
$1,683,043,951 | 1734 | 19 |
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