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MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184File 801-96189
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 563 | 533 | decreased by30 |
| Mar 1, 2026 | AUM | $395,721,879 | $455,602,383 | increased by$59,880,504 |
| Mar 1, 2026 | Accounts | 1,376 | 1,327 | decreased by49 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 689 | 563 | decreased by126 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $374,587,941 | $395,721,879 | increased by$21,133,938 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,638 | 1,376 | decreased by262 |
| Apr 1, 2022 | Clients | 655 | 689 | increased by34 |
| Apr 1, 2022 | AUM | $316,279,952 | $374,587,941 | increased by$58,307,989 |
| Apr 1, 2022 | Accounts | 1,736 | 1,638 | decreased by98 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MULLOOLY ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MULLOOLY ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.