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MULLANEY KEATING & WRIGHT INC
CRD 110743 · SEC 801-47490
386 MAIN STREET, SUITE 501, MIDDLETOWN, CT, 06457, United States
Phone
860-521-9900
Fax
866-594-1245
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$337.0M
Discretionary AUM
$300.1M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $68.7M |
| High net worth individuals | 70 | $227.2M |
| Pension/profit sharing plans | 1 | $2.2M |
| Charitable organizations | 2 | $38.1M |
| Corporations/business entities | 2 | $697K |
States served
CA, MD, MA, NE, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD