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| Mullooly Asset Management Inc
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|---|---|
| CRD # | 121184 |
| SEC # | 801-96189 |
| CIK # | 0001950591 |
| AUM | 455.6 M (2026-02-23) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 732-223-9000 |
| Address | 1971 State Route 34 Wall Township, NJ 07719 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| O Reilly Automotive Inc | 1.8 | |
| Home Depot Inc | 1.3 | |
| Alphabet Inc | 1.1 | |
| Apple Inc | 1.0 | |
| Sherwin Williams Co | 1.0 | |
| J P Morgan Chase & Co | 1.0 | |
| Alphabet Inc | 0.8 | |
| Lockheed Martin Corp | 0.7 | |
| Gilead Sciences Inc | 0.6 | |
| Snap-On Inc | 0.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 419 | 197.0 |
| (b) Individuals (high net worth individuals) | 114 | 253.6 |
| (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 | 5.0 |
| (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 | 1,327 | 455.6 |
| By Discretionary | ||
| Discretionary | 1,323 | 455.1 |
| Non-Discretionary | 4 | 0.5 |
| Total | 1,327 | 455.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.6 | |
| Total | 1,327 | 455.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001950591] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Curio Wealth LLC
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|
MD | 460.7 M |
|
Warner Group LLC
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|
CT | 458.5 M |
|
Access Investment Management LLC
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GA | 456.4 M |
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Chaney Capital Management Inc
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WA | 455.5 M |
|
Selective Wealth Management Inc
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VA | 454.8 M |
|
Columbus Investment Advisory Inc
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OH | 453.7 M |
|
Laurel Wealth Planning LLC
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|
MN | 453.6 M |
|
McClarren Financial Advisors Inc
✚
|
PA | 453.0 M |
|
Aspen Investment Management Inc
✚
|
MI | 452.5 M |
|
IFC Personal Money Managers Inc
✚
|
NY | 450.9 M |