Mullooly Asset Management

Financial Advisor in Farmingdale, NJ

Firm Info
Address: 1971 NJ-34 #102, Wall Township, NJ 07719, USA
Phone: (732) 223-9000

Firm Size
Assets Under Management: $374.6 million
# of Advisors: 4
# of Clients: 1,638
Client to Advisor Ratio: 410:1
Average Account Size: $228,686
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Mullooly Asset Management, Inc. Overview

Mullooly Asset Management, Inc. is a fee-only registered investment advisory firm that was founded in 2015 and is based in Wall Township, NJ. The firm provides investment advice only to its clients, without earning any commissions or incentives for recommending specific products or services. As a fee-only firm, Mullooly Asset Management charges clients a transparent and reasonable fee for their services. This ensures that clients receive unbiased financial advice that is in their best interest, without any potential conflicts of interest. The firm offers a range of services to its clients, including financial planning and portfolio management for individuals and small businesses. Their portfolio management services are tailored to each client's specific investment goals and risk tolerance, with a focus on long-term growth and performance. Overall, Mullooly Asset Management is committed to providing high-quality, personalized financial advice to its clients, with a focus on transparency, objectivity, and integrity. Their goal is to help clients achieve their financial goals and build long-term wealth through a disciplined and strategic investment approach.

Mullooly Asset Management, Inc. is well-known for providing comprehensive financial planning services to a diverse clientele. The firm caters to individuals seeking assistance in managing their personal investments, as well as high net worth individuals who require more complex investment strategies. Charitable organizations also form a significant segment of Mullooly Asset Management, Inc.'s customer base. The firm has become a trusted name in the industry, thanks to its highly individualized approach to client service, which ensures that each client's unique circumstances and goals are taken into account when crafting investment plans. Mullooly Asset Management, Inc. provides a range of fee structures to suit each client's individual needs. For clients who require asset management services, the firm charges a percentage of assets under management (AUM), which is determined based on the size of the client's investment portfolio. This fee structure is designed to incentivize the firm to grow the client's assets while ensuring that the client is receiving quality investment advice and support. Additionally, the firm offers fixed fees for certain services, such as one-time financial planning engagements or consulting services. This fee structure ensures that clients are aware of the cost of services upfront, allowing them to budget accordingly. Overall, Mullooly Asset Management, Inc. provides flexible fee structures that can accommodate the needs of a diverse range of clients.

Typical Clients, Fee Structures & Investment Minimum

requirement for certain clients or account types. According to the Part 2 Brochure note about investment minimum, the investment minimum for Mullooly Asset Management, Inc. is $250,000.

How This Office Can Help Farmingdale, NJ Residents

Mullooly Asset Management offers a wide range of financial services to help clients in Farmingdale, NJ. The firm helps clients manage their investment portfolios, including stocks, bonds, and mutual funds. They also assist with retirement planning, tax planning, estate planning, and insurance. Moreover, Mullooly Asset Management provides comprehensive financial planning guidance on a fee-only basis to ensure objective recommendations that fit clients' unique situations. Farmingdale, NJ, like any other town in the country, has its unique financial challenges. Mullooly Asset Management helps clients address these challenges by creating tailored financial plans and investment strategies. With the town's median income being $92,344 and a median home value of $402,100, many residents may face a high cost of living. Mullooly's financial guidance can help residents save money on taxes, manage debt, and plan for retirement. Moreover, clients can benefit from the firm's investment strategies when saving toward children's college education or purchasing a new home. Mullooly Asset Management is committed to providing expert financial guidance to meet clients' needs and improve their financial well-being.

To view the Minimum Investment and Fee Schedule for Mullooly Asset Management, Inc., visit their Part 2 Brochure.

Services Offered by Mullooly Asset Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mullooly Asset Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1971 NJ-34 #102, Wall Township, NJ 07719, USA
Phone (732) 223-9000
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 1971 STATE ROUTE 34, SUITE 102, WALL TOWNSHIP, NJ 7719, United States

This firm has no other locations.

State Registrations

Mullooly Asset Management, Inc. is registered to service clients in the following states:

  • Florida
  • New Jersey
  • New York
  • Pennsylvania
  • South Carolina

Disciplinary History

Mullooly Asset Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.