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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2003
- Office Locations
- 1
Office Locations
About Mullooly Asset Management, Inc.
Mullooly Asset Management is an independent, fee-only fiduciary RIA on New Jersey's Jersey Shore serving individuals and families, especially retirees and those nearing retirement. The team builds customized financial plans (cash flow, balance sheet, Social Security/Medicare and estate planning) and manages portfolios with a straightforward, client-specific investment strategy. Family-run for 20+ years with hands-on service (no call center) and custody through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS PETER MULLOOLY
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #1198938
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BRENDAN THOMAS MULLOOLY
Certified Financial Planner
- CRD
- #6328392
Thomas Casey Mullooly
Investment Advisor Representative
- CRD
- #6705576
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,107,085 | $343,996 |
| Non-Discretionary | $495,298 | $123,825 |
| Total | $455,602,383 | $343,333 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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