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MULLIGAN CAPITAL, INC
CRD 143406
7110 SW FIR LOOP, STE 255, TIGARD, OR, 97223, United States
Phone
503-352-4019
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.0M
Discretionary AUM
$39.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; INSURANCE AGENCY
Org form
Corporation
Filing date
2025-11-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $40.0M |
Official SEC filing: View on IAPD