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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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|---|---|---|---|
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