# Mullaney Financial & Tax

Mullaney Financial & Tax is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/seanwmullaney

## Regulatory record

- **CRD number:** 299906
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299906

## About

MULLANEY FINANCIAL & TAX, INC. is a state-registered investment adviser in WOODLAND HILLS, CA. It has 1 employee and 1 investment adviser. The firm is based in California.

## Questions

### Who runs investment decisions at Mullaney Financial & Tax?

No named principal is publicly listed on SEC filings or the firm's website (public record). The firm operates as a corporate entity without a disclosed CEO or CIO, making decision-making authority opaque.

### Does Mullaney Financial & Tax participate in fund commitments or only direct investments?

No public information exists regarding its investment vehicles or whether it makes fund commitments. The firm's SEC filings describe advisory services related to securities, but no fund structures or direct investment activity is documented (per SEC, March 2024).

### Which sectors does Mullaney Financial & Tax avoid?

No sector restrictions are publicly stated. Given its tax and financial planning focus, sector avoidance is not part of its disclosed strategy.

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Last updated: 2026-07-06T01:24:21.701Z

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