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Home > Retirement Planners > rhode island > middletown > CORRIGAN FINANCIAL INC
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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|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 |
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