MULLANEY KEATING & WRIGHT INC
Firm details
- Headquarters
- MIDDLETOWN, Connecticut
- CRD number
- 110743
- Registered since
- September 21, 1994
- Website
- www.mkwinc.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.42%
- Individuals20.4%
- Charitable Organizations11.3%
- Pension & Profit Sharing Plans0.67%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Mullaney Keating & Wright Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 1994. The firm is individually owned and serves both individual/family and institutional clients. Its fee schedule includes assets-under-management charges along with hourly and fixed-fee arrangements. Advisory services listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities20%
- Cash & Cash Equivalents4%
- US Government Bonds2%
- Non-Exchange Traded Equities1%
Contacts
3 of 3ANTHONY LYNCH
PrincipalCRD 1298816
FRANCIS CARPENTIER
Portfolio ManagerCRD 2321819
JESSICA GILBERT
AssociateCRD 5608769
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$119M in ETFs
82%
$97.1M
18%
$21.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $18.5M | 51,951 | 15.58% |
Location
MIDDLETOWN, CT
MIDDLESEX
Location
MIDDLETOWN, CT
Headquartered in MIDDLETOWN, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 386 Main St
- Time zone
- ET (UTC-5)
- Office locations
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