$40.0M Total AUM
$39.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-05-2007
- Office Locations
- 1
Office Locations
7110 SW FIR Loop #255 Tigard OR
About Mulligan Capital, INC
Mulligan Capital, INC is a Tigard-based RIA. The firm has been operating for 19 years. Managing $40.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
66 AVG AGE
$40.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN JOSEPH MULLIGAN
Investment Advisor, President
- CRD
- #1190392
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,952,828 | -- |
| Non-Discretionary | $1,051,921 | -- |
| Total | $40,004,749 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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