NIGIDO MULLIN INVESTMENT STRATEGIES, LLC
Firm details
- Headquarters
- SKILLMAN, New Jersey
- CRD number
- 133384
- Website
- nigidomullin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.1%
- Individuals44.9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nigido Mullin Investment Strategies, LLC is a small, equity-first advisory practice that manages portfolios for individuals and families and for small businesses. The firm charges a percentage-of-AUM fee and focuses on discretionary portfolio management. Its stated client base and asset mix show a clear preference for liquid, exchange-traded exposures — equities and ETFs form the backbone of portfolios, supplemented by mutual funds and corporate debt when appropriate. The adviser does not position itself as an ESG or pension consultant, and it is not structured as a multi-state adviser. Investment approach appears pragmatic and straightforward: use liquid public securities for core exposure, with the flexibility to add mutual funds and corporate debt to address income, duration or diversification needs. There is no indication the firm acts as a capital allocator to external alternative fund managers.
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
- Exchange Traded Equities87%
- Cash & Cash Equivalents13%
Contacts
2 of 2SUSAN MULLIN
PartnerCRD 4880435
ROBERT MULE
PrincipalCRD 1496035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SKILLMAN, NJ
SOMERSET
Location
SKILLMAN, NJ
Headquartered in SKILLMAN, 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
- SOMERSET
- Address
- 170 Tamarack Cir
- Time zone
- ET (UTC-5)
- Office locations
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