MULLIGAN CAPITAL, INC

Overview

Mulligan Capital, Inc. operates as an independent registered investment advisor (RIA) focusing primarily on individual and family clients. The firm offers a range of services, including financial planning and portfolio management for individuals and small businesses. While it does engage in insurance brokerage activities, it does not classify itself as a capital allocator or pension consultant. The firm has a straightforward fee structure that includes a percentage of assets under management (AUM), hourly charges, and other fees. Mulligan Capital does not actively pursue environmental, social, and governance (ESG) investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices