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MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184File 801-96189
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$455.6M
Above cohort median (national)
Discretionary AUM
$455.1M
Non-discretionary $495K
Clients
533
1,327 accounts
Employees
4
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 4, 2015
- Principal office
- 1971 STATE ROUTE 34, SUITE 102, WALL TOWNSHIP, NJ, 07719
- Phone
- 732-223-9000
- Website
- HTTP://WWW.MULLOOLY.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $455.6M
- Discretionary AUM
- $455.1M
- Non-discretionary AUM
- $495K
- Discretionary accounts
- 1,323
- Non-discretionary accounts
- 4
- Total accounts
- 1,327
- AUM per client
- $855K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.0M |
| High net worth individuals | 114 | $253.6M |
| Individuals (other than high net worth individuals) | 419 | $197.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.