RIA Intel›Advisers›California›MULLINTBG ADVISORY SERVICES, LLC

MULLINTBG ADVISORY SERVICES, LLC

Advisory

N·IRVINE, CA

Data as of Dec 17, 2015 · Source: SEC Form ADV

Total AUM

$425M

1-Year AUM Growth

+73.8%

3-Year CAGR

+33.1%

Employees

10

Assets Under Management

Total AUM$425M

Discretionary AUM$382M

Non-Discretionary AUM$43M

Discretionary %89.9%

Total Clients—

Team

Total Employees10

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingSep 1, 2006

Latest FilingDec 17, 2015

🔒 Full AUM trend chart and 37 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MULLINTBG ADVISORY SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.