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Building 2MULLOOLY ASSET MANAGEMENT, INC.

Map pinWALL TOWNSHIP, NJ
Phone732-223-9000
NotebookSEC #801-96189
Total AUM
$455.6M
Employees
4
Clients
534

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1971 STATE ROUTE 34
SUITE 102
WALL TOWNSHIP
NJ 07719
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
732-223-9000

ReceiptFinancials

Total AUM
$455.6M
Accounts
1,327
Discretionary
$455.1M
Accounts
1,323
Non-Discretionary
$495.3K
Accounts
4

ContactClients

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Individual Clients
419
AUM
$197M
HNW Individual Clients
114
AUM
$253.6M
Charitable Organization Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPASC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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