# Mullooly Asset Management Inc.

Mullooly Asset Management Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mullooly-asset-management

## Regulatory record

- **CRD number:** 121184
- **SEC file number:** 801-96189
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-23T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121184

## About

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.

## Sectors

- Wealth Management
- Retirement Planning

## People

- Tom Mullooly — Founder and President

## 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.

### 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.

### 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.

## Related profiles

- [Alexander Financial Planning](https://altss.com/profile/alexander-financial-planning-inc)
- [McNally Financial Services Corporation](https://altss.com/profile/mcnally-financial-services-corporation)

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Last updated: 2026-06-03T20:00:00.000Z

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