Mulholland Capital Management, LLC

Mulholland Capital Management, LLC (CRD# 134498) is a financial advisory firm headquartered in , . They manage $13,093,885 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $13,093,885
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mulholland Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey M. Cohen
CRD#: 2185344
Sausalito, CA
93
Wealthminder
score

Jeffrey Cohen (CRD# 2185344) is an Investment Advisor Representative working at Mulholland Capital Management, LLC in Sausalito, CA and has over 24 years of experience in the finance industry.

2
Thomas J. Laird
CRD#: 2270364
Calabasas, CA
93
Wealthminder
score

Thomas Laird (CRD# 2270364) is an Investment Advisor Representative working at Mulholland Capital Management, LLC in Calabasas, CA and has over 24 years of experience in the finance industry.

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