CRD: 300850
Mulholland & Kuperstock Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-25-2019
- Office Locations
- 2
Office Locations
About Mulholland & Kuperstock Asset Management, LLC
Mulholland & Kuperstock Asset Management, LLC is a SAN Diego-based RIA with 2 offices. The firm has been operating for 7 years. Managing $52.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and UBS. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK HOWARD KUPERSTOCK
Chief Compliance Officer, Managing Member
- CRD
- #1385178
- Ownership
- 50% but less than 75%
Stephen Robert Mulholland
Certified Financial Planner, Chief Investment Officer, Managing Member
- CRD
- #6630878
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,494,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,494,206 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,494,206
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $810,089,913 | 9.3% |
| U.S. Government/Agency | $1,942,473,662 | 22.3% |
| Equity - Exchange | $879,775,066 | 10.1% |
| Cash | $1,175,936,970 | 13.5% |
| Corporate - Investment Grade | $1,837,945,931 | 21.1% |
| Municipal Bonds | $2,064,422,680 | 23.7% |
| Total | $8,710,644,222 | 100.0% |