MULLOOLY ASSET MANAGEMENT, INC.

1971 State Route 34
Suite 102
Wall Township, New Jersey 07719
Tel: 732-223-9000

About MULLOOLY ASSET MANAGEMENT, INC.

MULLOOLY ASSET MANAGEMENT, INC, formally registered with the SEC as MULLOOLY ASSET MANAGEMENT, INC. The firm was established in 05/04/2015. They have over 1 offices throughout the country.

MULLOOLY ASSET MANAGEMENT, INC. is a Wall Township, New Jersey based Financial Planning firm with nearly $395,721,879 assets under management, offering retirement planning & investment advisory services to 1376 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121184
SEC#	801-96189
Assets Managed by Firm	$395,721,879
No. of Clients	1376
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1376	$395,721,879
Individuals (other than high net worth individuals)	476	$209,722,022
High net worth individuals	87	$181,010,079
Charitable organizations	Fewer than 5 clients	$4,989,778

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