AdvisorOS Directory
Claim Profile
MM

Marie Kathleen Mullen

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California
Unclaimed Profile
50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 2634923Firm CRD# 105764
01

About

Marie Kathleen Mullen is a registered financial advisor based in SAN FRANCISCO, California, affiliated with MELLON CAPITAL MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MELLON INVESTMENTS CORPORATION
MELLON INVESTMENTS CORPORATION
AUM
$674.2B
Regulatory assets under management
Employees
146
Total firm employees
View all advisors at MELLON INVESTMENTS CORPORATION →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SECURITIES LENDING
Regulatory
SEC/IARD CRD# 2634923
Firm CRD# 105764
6 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Marie Kathleen Mullen offer?
Marie Kathleen Mullen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Marie Kathleen Mullen's credentials?
Marie Kathleen Mullen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marie Kathleen Mullen located?
Marie Kathleen Mullen is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Marie Kathleen Mullen charge for services?
Marie Kathleen Mullen's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MELLON CAPITAL MANAGEMENT CORPORATION?
MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN FRANCISCO
Ron David Zeff — CARMEL MANAGEMENT III, LLCRichard Charles Blum — BLUM INVESTMENT PARTNERS, INC.Christopher John Beda — CARMEL MANAGEMENT III, LLCAlissa Carnot Douglas — VERNAL POINT ADVISORS, LLCDavid Kurzweil — ACORE CAPITAL, LP
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile