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 registered investment adviser founded in 1994 and owned privately. The firm advises both individual and family clients as well as institutional accounts. It offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions, along with pension consulting. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor and does not appear to act as a capital allocator.
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 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 51Active vs passive
$133M in ETFs
83%
$110M
17%
$23.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $21.3M | 52,031 | 16.02% |
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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