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| Mullooly Asset Management Inc
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| |
|---|---|
| CRD # | 121184 |
| SEC # | 801-96189 |
| CIK # | |
| AUM | $351.4 MM (2024-03-06) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 732-223-9000 |
| Address | 1971 State Route 34 Wall Township, NJ 07719 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 545 | 219.5 |
| (b) Individuals (high net worth individuals) | 68 | 126.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,480 | 351.4 |
| By Discretionary | ||
| Discretionary | 1,474 | 350.8 |
| Non-Discretionary | 6 | 0.6 |
| Total | 1,480 | 351.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.4 | |
| Total | 1,480 | 351.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.4 |
|
Bontempo OHLY Capital Management LLC
✚
|
MD | 0.4 |
|
Family Financial Solutions Group LLC
✚
|
CO | 0.4 |
|
Keystone Financial Planning Inc
✚
|
OH | 0.4 |
|
Crowley Wealth Management Inc
✚
|
DE | 0.4 |
|
Aletheian Wealth Advisors LLC
✚
|
WA | 0.4 |
|
Lincoln Capital Corporation
✚
|
RI | 0.3 |
|
Members Advisory Group LLC
✚
|
NY | 0.3 |
|
Brian D Lowder Inc
✚
|
CA | 0.3 |
|
in on Capital Advisors LLC
✚
|
FL | 0.3 |