Unclaimed Profile

Brian J Mullally

TRUNORTH CAPITAL MANAGEMENT, L.L.C.·KALAMAZOO, Michigan

Clean recordTRUNORTH CAPITAL MANAGEMENT, L.L.C.

1090 NORTH 10TH STREET, KALAMAZOO, MI 49009CRD# 6124884Firm CRD# 165285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian J Mullally · KALAMAZOO, MI

Registration

CRD #6124884 · TRUNORTH CAPITAL MANAGEMENT, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian J Mullally is a registered financial advisor based in KALAMAZOO, Michigan, affiliated with TRUNORTH CAPITAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

TRUNORTH CAPITAL MANAGEMENT, L.L.C.

TRUNORTH CAPITAL MANAGEMENT, LLC

AUM

$415M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUNORTH CAPITAL MANAGEMENT, L.L.C. →

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6124884

Firm CRD# 165285

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian J Mullally offer?

Brian J Mullally specializes in Investment Management, Wealth Management. Contact their office in KALAMAZOO, Michigan for a consultation.

What are Brian J Mullally's credentials?

Brian J Mullally is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian J Mullally located?

Brian J Mullally is based in KALAMAZOO, Michigan, working with TRUNORTH CAPITAL MANAGEMENT, L.L.C.. Their office serves clients in the KALAMAZOO metropolitan area and surrounding communities.

How does Brian J Mullally charge for services?

Brian J Mullally's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUNORTH CAPITAL MANAGEMENT, L.L.C.?

TRUNORTH CAPITAL MANAGEMENT, L.L.C. has approximately 4 employees and manages $415M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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