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Mullooly Asset Management Inc.
MULLOOLY ASSET MANAGEMENT, INC. is an SEC-registered investment adviser in WALL TOWNSHIP, NJ, registered since 2015.
Mullooly Asset Management Inc.
MULLOOLY ASSET MANAGEMENT, INC. is an SEC-registered investment adviser in WALL TOWNSHIP, NJ, registered since 2015. The firm manages $456 million in assets, with $455 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Tom Mullooly
Founder and President
Sector focus
Frequently asked questions
Who runs investment decisions at Mullooly Asset Management Inc.?
Tom Mullooly, as founder and president, oversees investment decisions at Mullooly Asset Management Inc. The firm does not publicly detail a large investment team, but Tom Mullooly is the primary named principal.
How does Mullooly Asset Management Inc. structure its investment approach?
The firm employs a passive, low-cost investment approach using index funds and ETFs, rather than actively managed strategies. This approach is aligned with its fiduciary obligation to minimize costs and avoid conflicts of interest.
Is Mullooly Asset Management Inc. a family office or a wealth management firm?
Mullooly Asset Management Inc. is registered as a registered investment advisor (RIA) and provides wealth management and financial planning to individual clients. It does not operate as a single-family office or multi-family office in the traditional sense.
What geographic area does Mullooly Asset Management Inc. serve?
The firm is based in New Jersey and primarily serves clients in the northeastern United States. It does not have a known international presence.
Does Mullooly Asset Management Inc. require a minimum account size?
The firm has not publicly disclosed its minimum account size, but as a fee-only advisor it likely works with clients across a range of asset levels. Clients should contact the firm directly for specific requirements.
What types of clients does Mullooly Asset Management Inc. typically serve?
The firm serves individuals, families, and small business owners seeking comprehensive financial planning and investment management. It does not appear to serve institutional investors or large endowments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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