Mullaney Keating & Wright Inc

SEC-regulated
Registered investment advisor
Mullaney, Keating and Wright, Inc. is an SEC-registered investment adviser established in 1994, located in West Hartford, Connecticut. The firm offers investment supervisory services and individual portfolio management, providing continuous advice tailored to each client's needs. Clients' investment accounts are managed on a discretionary or non-discretionary basis, guided by their objectives and risk tolerance. The firm also offers financial planning services, evaluating clients' financial state to predict future cash flows and asset values. Investment strategies include long-term purchases and option writing. Fees for investment supervisory services range from 0.80% to 0.30% based on assets under management, with a minimum requirement of $1,000,000. Financial planning fees range from $1,500 to $3,500. The firm may pay referral fees to solicitors and does not charge performance-based fees. Clients receive quarterly reports and account statements. Mullaney, Keating and Wright, Inc. does not have custody of client accounts and provides investment discretion, voting proxies in clients' best interests. The firm has no reportable disciplinary events and no financial conditions impairing its obligations.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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