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Mooney Financial
Mooney Financial is a state-registered investment adviser in Jacksonville Beach, FL. The firm manages approximately $92 million in regulatory assets.
Overview
Mooney Financial is a state-registered investment adviser in Jacksonville Beach, FL. The firm manages approximately $92 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
1997
Location
Region
North America
Country
United States
City
Jacksonville Beach
Corporate office
Rochester, MI, United States
Principals
Michael G. Mooney
President & Founder
Sector focus
Frequently asked questions
How does Mooney Financial source its private credit deals?
Deal flow comes primarily through direct borrower relationships and regional commercial real estate brokers, rather than auction processes or bank-led syndications. Mooney Financial competes on execution speed and flexible structuring rather than the lowest coupon. The firm targets middle-market borrowers in the Midwest and Southeast who require bridge capital or asset-backed private placements.
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