CRD: 133384
Nigido Mullin Investment Strategies, LLC
$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- North momentumFrontier harbor
- Established Date
- 06-02-2005
- Office Locations
- 1
Office Locations
170 Tamarack Circle Skillman NJ
About Nigido Mullin Investment Strategies, LLC
Nigido Mullin Investment Strategies is an independent New Jersey RIA providing objective, tailored investment management and financial planning for retail clients, including tax, estate, college, and insurance planning. Portfolios are actively managed and implemented mainly with ETFs (and mutual funds), with fixed-income exposure as needed. The firm runs on Tamarac and custodies primarily at Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$7.6M AVG AUM / ADVISOR
$636.4K AVG AUM / CLIENT
16.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
Unlock to see real insight on vital signal.
See the complete signal summary connected to prime.
Upgrade to reveal position-level detail across vital oak.
Full visibility includes strategy notes for legacy prime catalyst.
Unlock to compare peer behavior around glacier crest.
Unlock to compare peer behavior around capital eagle.
See the complete signal summary connected to wave timber.
Unlock to see real insight on legacy vertex timber.
Custodian
Pioneer meridian
Investment Vehicles
Fusion Insight
Services
Capital capital Meridian Unison
Technology
Vector summit Vertex vector
Owner & Executives
SUSAN MULLIN
PARTNER, President
- CRD
- #4880435
- Ownership
- 75% or more
(593) 651-3820
optima.insight@quantumcapital.com
in linkedin.com/in/signal-north
Showing 1 of 1 owners & executives
Unlock allContacts
R
ROBERT SALVATORE MULE
--
- CRD
- #1496035
(893) 432-7398
value.fusion@eaglecapital.com
in linkedin.com/in/crest-foundation
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,273,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,273,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,273,000
Equity - Exchange:
74.3% Cash:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,039,597,082 | 74.3% |
| Cash | $1,051,381,494 | 25.7% |
| Total | $4,090,978,576 | 100.0% |