Daniel
Mulkern
Vigilant Wealth Management
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About this Advisor
Daniel Mulkern is a financial advisor based in Portsmouth, New Hampshire with a total of 21 years of industry experience. Mulkern is on the advisory team at Vigilant Wealth Management. They have been employed by Vigilant Wealth Management for their whole career. Mulkern holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Connecticut, Maine and New Hampshire. Vigilant Wealth Management is a company that has its headquarters in Portland, ME. The company has a total of 29 people on staff. It manages $2 billion in assets under management across its 1,753 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 1,753 client accounts, 83% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Vigilant Wealth Management provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice usually vary depending on the services provided. However, fees charged by Vigilant Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vigilant Wealth Management Brokerage Details
$2,200,862,557
29
1,753
$1,255,483
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Mulkern Work History
Daniel has been registered as a financial advisor for 21 years.*
Vigilant Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Mulkern to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vigilant Wealth Management
Portland, ME
Portsmouth, NH
Portsmouth, NH
Portland, ME
Portsmouth, NH
Portsmouth, NH
Portland, ME
Portsmouth, NH
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