← Back to searchVisit website
MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184 · SEC 801-96189
1971 STATE ROUTE 34, SUITE 102, WALL TOWNSHIP, NJ, 07719, United States
Phone
732-223-9000
Fax
732-223-9600
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$455.6M
Discretionary AUM
$455.1M
Team
4 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 419 | $197.0M |
| High net worth individuals | 114 | $253.6M |
States served
NJ, NY, PA, SC, FL
All web addresses on file
Official SEC filing: View on IAPD