WALL TOWNSHIP, NJCRD 121184Latest ADV February 23, 2026
Mullooly Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Wall Township, NJ. Its latest Form ADV filing, dated February 23, 2026, reports $456M in regulatory assets under management, 4 employees, and 1,327 accounts.
Assets Under Management
$456M
Employees
4
Offices
--
Total Clients
533
Primary office
WALL TOWNSHIP, NJ
1971 STATE ROUTE 34, SUITE 102, WALL TOWNSHIP, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.6% of total clients.
Top client categories% of clientsClients
1
Individuals
78.6%
419
2
HNWI
21.4%
114
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$456Mas of February 23, 2026
Discretionary99.9%
$455M
100% of total RAUM99.9%
Non-discretionary0.1%
$495K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$456M
Total Accounts1,327
10Y AUM Change+$306M (+204.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee133:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.