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Brian J. Mullally
TRUNORTH CAPITAL MANAGEMENT
Kalamazoo, MI 49009
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CRD#: 6124884
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Professional summary
Brian J Mullally is a registered financial advisor currently at TRUNORTH CAPITAL MANAGEMENT, LLC located in Kalamazoo, Michigan.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Brian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Registrant is principally engaged in commercial real estate development, investment, and management entities as follows: The address for the following entities is: 155 Garland Ste 103 Traverse City, MI 49684 BGMA Capital LLC Detroit Gateway Joint Venture, LLC - Manager Double Down Development Lansing, LLC FL Innovo Development Group, LLC - Agent Gateway Partners Detroit, LLC - Manager Gateway Parcel A Holdings, LLC - Manager Gateway Parcel Manager, LLC Innovo Breakwater Apartments, LLC - Manager Innovo Detroit Rainer/Selden Apartments, LLC - Manager Innovo Development Group, LLC - Manager Innovo Gateway Parcel A, LLC - Manager Innovo Opportunity Fund, LLC - Manager (owns industrial real estate) Innovo PSL Office, LLC - Manager Innovo Rainer/Selden, LLC - Manager Innovo Rainer/Selden Sponsors, LLC - Manager and Member Innovo Rainer/Selden Investors, LLC - Manager and Member Innovo TC Garland, LLC - Agent, Managing Member Innovo TC Garland Investors, LLC - Manager Innovo TC Garland Partners, LLC - Manager Member 4 Aces Development, LLC - Agent B3 Capital, L.L.C. - Agent and Managing Member investment LLC in Blaze Bioscience Corp. Innovo Royal Oak, LLC - Agent and Managing Member TIARA IPM TC L.L.C. The address for the following entities is: 9475 Maricopa Trl, Kalamazoo, MI 49009 TruNorth Management Partners, LLC - Managing Member (for adviser owner compensation distribution) Judgment Farms, LLC - Equine Training
CRS (Client Relationship Summary) - RIA
Click below to view Brian J Mullally's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 6, 2012 - Present
TRUNORTH CAPITAL MANAGEMENT, LLC
Office #1: 1090 North 10th Street Suite 210, Kalamazoo, MI 49009RIA
CRD#: 165285
Kalamazoo, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TRUNORTH CAPITAL MANAGEMENT, LLC
TRUNORTH | TRUNORTH CAPITAL MANAGEMENT, LLC | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | TRUNORTH CAPITAL
CRD#: 165285 / SEC#: 801-119211
RIA
Registered Investment Advisory firm - (7/31/2020 Approved)Illinois
Registered Investment Advisory firm - (9/15/2020 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(12/6/2012)
Current Firm
TC
TRUNORTH CAPITAL MANAGEMENT, LLC
TRUNORTH | TRUNORTH CAPITAL MANAGEMENT, LLC | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | TRUNORTH CAPITAL
CRD#: 165285 / SEC#: 801-119211
RIA
Registered Investment Advisory firm - (7/31/2020 Approved)Illinois
Registered Investment Advisory firm - (9/15/2020 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1090 North 10th Street Suite 210, Kalamazoo, MI 49009
Mailing Address
Phone number
(877) 469-0446
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 922 |
| AUM (Assets Under Management) | $ 530,591,396 |
Red Flags
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Company Information
TRUNORTH CAPITAL MANAGEMENT, LLC
CRD#: 165285Kalamazoo, MI 49009TRUST BUT VERIFY
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