AdvisorOS Directory
Claim Profile
PH

Paul Harrigan

WHARTON MIDMARKET INVESTMENT ADVISORS INC.·WOODBRIDGE, Connecticut
Unclaimed Profile
27 BROOK ROAD, WOODBRIDGE, CT 06525CRD# 6039178Firm CRD# 301186
01

About

Paul Harrigan is a registered financial advisor based in WOODBRIDGE, Connecticut, affiliated with WHARTON MIDMARKET INVESTMENT ADVISORS 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
03

Firm Overview

Firm
WHARTON MIDMARKET INVESTMENT ADVISORS INC.
WHARTON MIDMARKET INVESTMENT ADVISORS INC
AUM
$141M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WHARTON MIDMARKET INVESTMENT ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6039178
Firm CRD# 301186
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODBRIDGE?

Browse all registered financial advisors in WOODBRIDGE, Connecticut or claim this profile if it's yours.

Browse WOODBRIDGE 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 Paul Harrigan offer?
Paul Harrigan specializes in Financial Planning, Investment Management. Contact their office in WOODBRIDGE, Connecticut for a consultation.
What are Paul Harrigan's credentials?
Paul Harrigan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Harrigan located?
Paul Harrigan is based in WOODBRIDGE, Connecticut, working with WHARTON MIDMARKET INVESTMENT ADVISORS INC.. Their office serves clients in the WOODBRIDGE metropolitan area and surrounding communities.
How does Paul Harrigan charge for services?
Paul Harrigan'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 WHARTON MIDMARKET INVESTMENT ADVISORS INC.?
WHARTON MIDMARKET INVESTMENT ADVISORS INC. has approximately 2 employees and manages $141M 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 WOODBRIDGE
Alan Paul Weiss — REGENT WEALTH MANAGEMENT GROUP, INC.Polina R. Crotty — REGENT WEALTH MANAGEMENT GROUP, INC.Paul Brian Schatz — HERITAGE CAPITAL, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile