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William Charles Mulligan

PRIMUS CAPITAL PARTNERS, INC.·MAYFIELD HEIGHTS, Ohio
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5900 LANDERBROOK DRIVE, MAYFIELD HEIGHTS, OH 44124-4085CRD# 6022722Firm CRD# 156861
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About

William Charles Mulligan is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with PRIMUS CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRIMUS CAPITAL PARTNERS, INC.
PRIMUS CAPITAL PARTNERS, INC.
AUM
$1.8B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at PRIMUS CAPITAL PARTNERS, INC. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6022722
Firm CRD# 156861
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Charles Mulligan offer?
William Charles Mulligan specializes in Retirement Planning. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.
What are William Charles Mulligan's credentials?
William Charles Mulligan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Charles Mulligan located?
William Charles Mulligan is based in MAYFIELD HEIGHTS, Ohio, working with PRIMUS CAPITAL PARTNERS, INC.. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.
How does William Charles Mulligan charge for services?
William Charles Mulligan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMUS CAPITAL PARTNERS, INC.?
PRIMUS CAPITAL PARTNERS, INC. has approximately 20 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David William Kuhr — SAFEGUARD SECURITIES, INC.Kevin Howard Myeroff — FINANCIAL PLANNERS OF CLEVELAND, INC.Carole Jean Weinberg — FINANCIAL PLANNERS OF CLEVELAND, INC.Dennis Patrick Lehman — FINANCIAL PLANNERS OF CLEVELAND, INC.Peter Lawrence Mooney — SAFEGUARD SECURITIES, INC.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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