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Margaret Mullen

MULLEN ADVISORY, INC.·LOS ANGELES, California
Clean recordMULLEN ADVISORY, INC.
606 N. LARCHMONT BLVD, LOS ANGELES, CA 90004CRD# 1499283Firm CRD# 109646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Mullen · LOS ANGELES, CA
Registration
CRD #1499283 · MULLEN ADVISORY, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Mullen is a registered financial advisor based in LOS ANGELES, California, affiliated with MULLEN ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MULLEN ADVISORY, INC.
DBA, MULLEN ADVISORY
AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1499283
Firm CRD# 109646
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Mullen offer?
Margaret Mullen specializes in Financial Planning, Investment Management. Contact their office in LOS ANGELES, California for a consultation.
What are Margaret Mullen's credentials?
Margaret Mullen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Mullen located?
Margaret Mullen is based in LOS ANGELES, California, working with MULLEN ADVISORY, INC.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Margaret Mullen charge for services?
Margaret Mullen's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MULLEN ADVISORY, INC.?
MULLEN ADVISORY, INC. has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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