CORRIGAN FINANCIAL INC
  • CORRIGAN FINANCIAL INC

Adviser Profile

As of Date 06/29/2025
Registration status Terminated
ADV Location MIDDLETOWN, RI, United States
Contact Info 401 xxxxxxx
Websites
AUM* 1,148,079,000 11%
of that, discretionary 1,144,183,000 11%
Number of Employees 19
of those in investment advisory functions 12 33%
Private Fund GAV* 0
Avg Account Size 1,059,113 10%
% High Net Worth 2.48% 16%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 981M 817M 654M 490M 327M 163M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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