Mullaney Keating & Wright Inc (West Hartford)
Mullaney Keating & Wright Inc is a large advisory firm based in West Hartford. It manages $275.64 million of regulatory assets for 423 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.
Mullaney Keating & Wright provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Mullaney Keating & Wright: assets under management
The assets under management (AUM) of Mullaney Keating & Wright Inc is $275.64 million. The firm's AUM has grown by 111% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 65% of the total AUM. The second-largest asset type is exchange traded securities, which make up 28% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Mullaney Keating & Wright Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Mullaney Keating & Wright serves?
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Mullaney Keating & Wright is high net worth individuals with 66 clients and $177.93 million of assets under management. Among the 12 most similar advisory firms, Mullaney Keating & Wright has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $275.64 million for 180 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mullaney Keating & Wright doesn't advise any private funds.
Careers at Mullaney Keating & Wright Inc
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in West Hartford
The principal office where Mullaney Keating & Wright Inc performs its advisory services is located at 29 South Main Street, West Hartford, CT 06107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-521-9900 or by fax 860-521-9905. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at mkwinc.com.
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