Unclaimed Profile

Mark Mulholland

MATTHEW 25 MANAGEMENT CORP·DRESHER, Pennsylvania

SIE, Series 7, Series 63Clean record16 years registeredMATTHEW 25 MANAGEMENT CORP

715 TWINING ROAD, DRESHER, PA 19025CRD# 1123507Firm CRD# 104566

Profile Verification

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

Identity

Mark Mulholland · DRESHER, PA

Registration

CRD #1123507 · MATTHEW 25 MANAGEMENT CORP · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MATTHEW 25 MANAGEMENT CORP

1914 ADVISORS

Sep 2009 – Jan 2023

Dresher, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · September 10, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATTHEW 25 MANAGEMENT CORP

CRD 104566 · SEC 801-49550

AUM

$289M

Regulatory assets under management

Employees

1 client accounts

Services offered by MATTHEW 25 MANAGEMENT CORP

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at MATTHEW 25 MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Mark Mulholland offer?

Mark Mulholland specializes in Investment Management, Fee-Only Advisory.

What are Mark Mulholland's credentials?

Mark Mulholland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Mulholland located?

Mark Mulholland is based in DRESHER, Pennsylvania, last registered with MATTHEW 25 MANAGEMENT CORP.

How does Mark Mulholland charge for services?

Mark Mulholland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATTHEW 25 MANAGEMENT CORP?

MATTHEW 25 MANAGEMENT CORP has approximately 1 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)

City Guides

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Research

Advisor Fees in Pennsylvania National Fee Analysis

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