Mulvihill Asset Management, LLC

Mulvihill Asset Management, LLC (CRD# 152445) is a financial advisory firm headquartered in Richardson, TX. They manage $38,250,753 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $478,134
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

TX

Financial Advisors at Mulvihill Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Henry N. Mulvihill
CRD#: 1685521
2435 N. Central Expwy, Suite 888, Richardson, TX 75080
96
Wealthminder
score

Henry Mulvihill (CRD# 1685521) is an Investment Advisor Representative working at Mulvihill Asset Management, LLC in Richardson, TX and has over 29 years of experience in the finance industry. Henry Mulvihill has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Erick B. Dahl
CRD#: 4710325
2435 N. Central Expwy, Suite 888, Richardson, TX 75080
93
Wealthminder
score

Erick Dahl (CRD# 4710325) is an Investment Advisor Representative working at Mulvihill Asset Management, LLC in Richardson, TX and has over 13 years of experience in the finance industry.

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