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| Happy Holidays!! thanks for using AUM13F!! |
| Mullooly Asset Management Inc
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| CRD # | 121184 |
| SEC # | 801-96189 |
| CIK # | 0001950591 |
| AUM | $395.7 M (2025-03-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 732-223-9000 |
| Address | 1971 State Route 34 Wall Township, NJ 07719 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| O Reilly Automotive Inc | 1.9 | ||
| Home Depot Inc | 1.7 | ||
| Sherwin Williams Co | 1.1 | ||
| Apple Inc | 1.0 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Alphabet Inc | 0.6 | ||
| Snap-On Inc | 0.5 | ||
| Gilead Sciences Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 476 | 209.7 |
| (b) Individuals (high net worth individuals) | 87 | 181.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,376 | 395.7 |
| By Discretionary | ||
| Discretionary | 1,372 | 395.2 |
| Non-Discretionary | 4 | 0.5 |
| Total | 1,376 | 395.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 395.7 | |
| Total | 1,376 | 395.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001950591] |
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|---|---|---|
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EVT Financial Advisors AG
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0.4 | |
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Jupiter Wealth Management LLC
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CO | 0.4 |
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Morton Brown Family Wealth LLC
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PA | 0.4 |
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Tigeroak Management LLC
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TN | 0.4 |
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Front Row Advisors LLC
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CA | 0.4 |
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Bates Financial Advisors Inc
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IL | 0.4 |
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Laurel Wealth Planning LLC
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MN | 0.4 |
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Beaton Management Co Inc
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MA | 0.4 |
|
Buttonwood Financial Advisors Inc
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MD | 0.4 |
|
Spivak Asset Management LLC
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CT | 0.4 |