Sarah
Vanderveer Lui
Corrigan Financial Inc
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About this Advisor
Sarah Vanderveer Lui is a financial advisor based in Middletown, Rhode Island, working with Corrigan Financial Inc. Sarah has previously held a position at Corrigan Financial, Inc. Sarah has passed the Series 65 regulatory exam and is registered to provide services in Rhode Island. Currently, Sarah is part of Corrigan Financial Inc, which operates out of Middletown, Rhode Island. The firm has 19 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Corrigan Financial Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corrigan Financial Inc Brokerage Details
$1,033,643,000
19
1,077
$959,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Sarah Vanderveer Lui Work History
Corrigan Financial, Inc
Disclosures
Please visit the SEC profile of Sarah Vanderveer Lui 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 Corrigan Financial Inc
Middletown, RI
Middletown, RI
Middletown, RI
Middletown, RI
Middletown, RI
Middletown, RI
Middletown, RI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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