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).
Total Assets Under Management38MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$478,134
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
Henry Mulvihill (CRD# 1685521) is an Investment Advisor Representative working at Mulvihill Asset Management, LLC in Richardson, TX and has over 30 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.
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.