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.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.25%
- Individuals20.6%
- Charitable Organizations11.39%
- Pension & Profit Sharing Plans0.62%
- Corporations / Businesses0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Mullaney Keating & Wright Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1994. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project work. The firm does not identify as a capital allocator and does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Jessica Gilbert
AssociateCRD 5608769
Francis Carpentier
Portfolio ManagerCRD 2321819
Anthony Lynch
PrincipalCRD 1298816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$132M in ETFs
81%
$107M
16%
$24.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $21.3M | 51,143 | 16.13% |
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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