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 that has been SEC-registered since 2015. The firm is owned by an individual and focuses on serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM structure with fixed fees. Mullooly does not identify as an active ESG investor and is not positioned as a multi-state or pension-focused consultant. The firm received recognition from FA Magazine as a Top RIA firm in 2020, reflecting industry visibility beyond its client base.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$312M in ETFs
95%
$295M
5%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA VALUE FACTOR ETF (VLUE) | BlackRock | Passive | Large Value | $45.8M | 231,404 | 14.68% |
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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