Hedge Fund Database

CORRIGAN FINANCIAL INC

Adviser information for CORRIGAN FINANCIAL INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Rhode Island, United States

Employees

Total Number of Employees 19
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,069 $1.0B
Non-Discretionary 8 $4.9M
Total 1,077 $1.0B

Clients

Type Number RAUM
Individuals 1,011 $733.8M
HNW Individuals 23 $208.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 14 $37.7M
Charitable organizations 29 $53.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)TAX PLANNING AND PREPARATION
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-54883
SEC ERA File Number 801-54883
SEC CIK Numbers 1990951
SEC CRD Numbers 109115
Legal Entity Identifier None

Principal Office

747 AQUIDNECK AVE STE 1
MIDDLETOWN
RI
United States
Monday - Friday, 8AM - 5PM
Tel: 401-849-9313, Fax: 401-849-5508

Websites

www.corriganfinancialinc.com www.instagram.com/corriganfinancial/ www.linkedin.com/company/corrigan-financial-inc www.facebook.com/corrigan-financial-inc-217047545740308/

Chief Compliance Officer

ANDREW J. PARSONS
DIRECTOR INVESTMENT OPERATIONS
747 AQUIDNECK AVE STE 1
MIDDLETOWN
RI
United States
Tel: 401-849-9313
Fax: 401-849-5508
(Full email address available in API data)

Regulatory Contact

CHRISTINE WINSLOW
DIRECTOR OF OPERATIONS
747 AQUIDNECK AVE STE 1
MIDDLETOWN
RI
United States
Tel: 401-849-9313
Fax: 401-849-5508
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CORRIGAN, DANIEL, GERARD Individual – PRESIDENT/TREASURER 11/1989 50-75%
SALVATORE, RALPH, T Individual – SHAREHOLDER 01/2022 5-10%
KHALFAYAN, ANDRE Individual – VICE PRESIDENT/ DIRECTOR OF FINANCIAL PLANNING & TAXATION 12/2008 10-25%
WINSLOW, CHRISTINE Individual – SECRETARY/ DIRECTOR OF OPERATIONS 12/2008 < 5%
PARSONS, ANDREW, JOHN Individual – CHIEF COMPLIANCE OFFICER 12/2014 5-10%

No. Employees, Historic

3015020202021202220232024202523 on 3/27/202023 on 7/1/202023 on 3/25/202123 on 3/31/202217 on 3/28/202319 on 3/27/2024

RAUM, Historic

2B1B0202020212022202320242025863489000 on 3/27/2020863489000 on 7/1/2020944104000 on 3/25/20211086611000 on 3/31/2022931917000 on 3/28/20231033643000 on 3/27/2024

No. Clients, Historic

2,0001,00002020202120222023202420251026 on 3/27/20201026 on 7/1/20201025 on 3/25/20211075 on 3/31/20221091 on 3/28/20231077 on 3/27/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
VANGUARD INDEX FDS GROWTH ETF 66M 192K –
VANGUARD BD INDEX FDS SHORT TRM BOND 37M 476K –
VANGUARD STAR FDS VG TL INTL STK F 30M 496K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 27M 586K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 25M 430K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 24M 326K –
SSGA ACTIVE ETF TR MULT ASS RLRTN 23M 810K –
ISHARES TR CORE MSCI TOTAL 20M 298K –
VANGUARD INDEX FDS SML CP GRW ETF 13M 49K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 11M 368K –
SPDR INDEX SHS FDS S&P INTL SMLCP 10M 302K –
VANGUARD MUN BD FDS TAX EXEMPT BD 9M 174K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 8M 331K –
ISHARES INC EM MKT SM-CP ETF 8M 128K –
VANGUARD INDEX FDS VALUE ETF 7M 44K –
APPLE INC COM 6M 34K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 6M 113K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 5M 183K –
ISHARES TR GLOBAL REIT ETF 5M 191K –
ISHARES TR RUS 1000 ETF 4M 13K –
ISHARES TR RUS 1000 GRW ETF 3M 10K –
ISHARES TR MSCI ACWI EX US 3M 57K –
ISHARES TR CORE S&P500 ETF 3M 6K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 3M 88K –
ISHARES TR S&P 500 GRWT ETF 3M 31K –
VANGUARD INDEX FDS SM CP VAL ETF 3M 13K –
VANGUARD STAR FDS VG TL INTL STK F 2M 41K –
ISHARES TR EAFE SML CP ETF 2M 38K –
GLOBAL X FDS S&P 500 CATHOLIC 2M 38K –
VANGUARD INDEX FDS GROWTH ETF 2M 7K –
ISHARES TR CORE S&P SCP ETF 2M 18K –
SCHWAB STRATEGIC TR US AGGREGATE B 2M 39K –
SPDR SER TR S&P 600 SMCP GRW 2M 19K –
MICROSOFT CORP COM 2M 4K –
SPDR INDEX SHS FDS GLB NAT RESRCE 2M 28K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 2M 53K –
ISHARES TR AGGRES ALLOC ETF 1M 16K –
EXXON MOBIL CORP COM 1M 9K –
AMAZON COM INC COM 1M 6K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 991K 40K –
VANGUARD BD INDEX FDS SHORT TRM BOND 986K 13K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 960K 17K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 879K 12K –
SPDR SER TR PORTFOLIO S&P600 876K 20K –
VANGUARD WORLD FD ESG INTL STK ETF 868K 15K –
SSGA ACTIVE ETF TR MULT ASS RLRTN 854K 31K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 845K 18K –
ISHARES TR CORE MSCI TOTAL 720K 11K –
ISHARES TR GRWT ALLOCAT ETF 568K 10K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 551K 22K –
ISHARES INC ESG AWR MSCI EM 410K 13K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 395K 13K –
AMCOR PLC ORD 122K 13K –