Mullooly Asset Management, Inc.
Firm details
- Headquarters
- Wall Township, New Jersey
- CRD number
- 121184
- Registered since
- May 4, 2015
- Website
- mullooly.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.67%
- Individuals43.23%
- Charitable Organizations1.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mullooly Asset Management, Inc. is an independent registered investment adviser (SEC-registered in 2015) that serves individual and family clients, with additional advisory work for small businesses. The firm is held by an individual owner and provides financial planning and portfolio management, charging fees as a percentage of assets under management and in some cases fixed fees. Mullooly does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Thomas Mullooly
CEOCRD 1198938
Contacts
3 of 3
Thomas Mullooly
Investment Adviser RepresentativeCRD 6705576
Brendan Mullooly
Investment AdvisorCRD 6328392
Timothy Mullooly
Certified Financial PlannerCRD 6603689
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$313M in ETFs
95%
$297M
5%
$16M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $46.3M | 231,953 | 14.81% |
Location
Wall Township, NJ
Monmouth
Location
Wall Township, NJ
Headquartered in Wall Township, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 1971 State Route 34
- Time zone
- ET (UTC-5)
- Office locations
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