Mulligan Capital, Inc

Overview

Mulligan Capital, Inc. is an independent, individually owned registered investment adviser that serves households and families. The firm combines advisory services — financial planning and portfolio management for individuals and small businesses — with insurance brokerage activity. Its fee model includes asset-based fees, hourly charges and other fee arrangements. Mulligan Capital does not present itself as a capital allocator to external fund managers, is not an active ESG investor, and appears to operate on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives