AdvisorOS Directory
Claim Profile
Unclaimed Profile
WM

William Charles Mulligan

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Charles Mulligan · MAYFIELD HEIGHTS, OH
Registration
CRD #6022722 · PRIMUS CAPITAL PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6022722
Firm CRD# 156861
View on FINRA BrokerCheck →

Looking for a financial advisor in MAYFIELD HEIGHTS?

Browse all registered financial advisors in MAYFIELD HEIGHTS, Ohio or claim this profile if it's yours.

Browse MAYFIELD HEIGHTS AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PRIMUS CAPITAL PARTNERS, INC.

Phillip Carl Molner Ii
ATLANTA, GA
Loyal W Wilson
MAYFIELD HEIGHTS, OH
Steven Rothman
MAYFIELD HEIGHTS, OH
Dominic Edward Offredo
ATLANTA, GA

More Advisors in MAYFIELD HEIGHTS, Ohio

Fred G Botek
ST. CLAIR ADVISORS, LLC·MAYFIELD HEIGHTS, OH
Kurtis P. Zabell
LINSALATA CAPITAL MANAGEMENT, LLC·MAYFIELD HEIGHTS, OH
David William Sommer
ST. CLAIR ADVISORS, LLC·MAYFIELD HEIGHTS, OH
Eric V. Bacon
LINSALATA CAPITAL MANAGEMENT, LLC·MAYFIELD HEIGHTS, OH
Stephen B. Perry
LINSALATA CAPITAL MANAGEMENT, LLC·MAYFIELD HEIGHTS, OH
Carole Jean Weinberg
FINANCIAL PLANNERS OF CLEVELAND, INC.·MAYFIELD HEIGHTS, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (747)CLEVELAND (389)COLUMBUS (386)BEACHWOOD (137)DUBLIN (89)AKRON (70)DAYTON (59)INDEPENDENCE (48)WESTLAKE (37)PEPPER PIKE (35)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile