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, advisor-owned registered investment adviser that provides financial planning and portfolio management primarily to individuals and families, with some small-business clients. The firm charges fees based on a percentage of assets under management and may also use fixed fees. It is not structured as a capital allocator and does not identify as an active ESG investor. Mullooly was registered with the SEC in 2015 and received recognition as a Top RIA Firm from FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1THOMAS MULLOOLY
CEOCRD 1198938
Contacts
3 of 3Thomas 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 39Active vs passive
$261M in ETFs
95%
$247M
5%
$14.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $34.7M | 243,736 | 13.28% |
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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