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David Keating Mullen

Little House Capital, LLC

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About David Keating Mullen

David Keating Mullen is an investment advisor representative at Little House Capital, LLC based in Braintree, MA. David has been with Little House Capital, LLC since June 2020. David is a Series 65 licensed investment advisor representative, having passed the Uniform Investment Adviser Law Examination on April 26, 2021. David is also a registered investment advisor representative in Massachusetts. Prior to joining Little House Capital, LLC, David worked at EntrepreneurShares in Boston, MA from June 2019. David holds a degree from University of Massachusetts Amherst, Isenberg School of Management. David specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

David Mullen is currently registered with Little House Capital, LLC. Little House Capital, LLC is an investment advisor based in Braintree, MA, with over $600 million in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other investment advisors.
Little House Capital, LLC

35 BRAINTREE HILL PARK

BRAINTREE, MA 02184

$601.44M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Mullen’s Registration & Firm History

MA

10/21/2021 - Present

Little House Capital, LLC (BRAINTREE MA)

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Licenses & Designations

IA

Issued 04/26/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Keating Mullen.
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