Mullooly Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mullooly Asset Management serves individual investors—both non‑high‑net‑worth and high‑net‑worth clients—as well as trusts, estates, and other entities, offering personalized financial planning and investment implementation/management. The firm provides standalone planning for smaller account holders and integrates financial planning into its discretionary portfolio management for clients who engage its investment services.
The firm tailors portfolios to clients' stated objectives and monitors accounts on an ongoing basis, using a mix of fundamental, technical, and charting analysis and applying both long‑ and short‑term trading strategies as appropriate. Mullooly commonly manages accounts on a discretionary basis, rebalances portfolios in response to market and client changes, and documents client restrictions in writing.
What is noteworthy about the firm is its combination of an explicit, fee‑based financial planning offering alongside managed accounts and its willingness to employ more active instruments and techniques—including options strategies, short sales, and margin—than many peers. The brochure also frames the advisory practice around its principal decision‑maker while operating with a small multi‑advisor team, and the firm generally does not open new non‑discretionary accounts, which is less typical among comparable team firms.
Client services
Expertise
Fee options
$250,000 - $399,999: 1.00% annually $400,000 - $799,999: 0.75% annually $800,000 - $1,199,999: 0.50% annually $1,200,000 - $1,999,999: 0.35% annually $2,000,000+: 0.25% annually
Account minimum: $250,000 Fee-only: Financial planning: $1,500 one-time initial fee plus $200 per month thereafter
Main office
1971 State Route 34, Suite 102
Wall Township NJ 07719
Advisors at this office
4
Most active in
Florida · New Jersey · New York · Pennsylvania · South Carolina
Also doing business as
Mullooly Asset Management, Inc. · Mullooly Asset Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy M
Series 65
Wall Township, NJ
Mullooly Asset Management, Inc.
Timothy Mullooly is a financial advisor with Mullooly Asset Management, Inc., holding a Series 65 designation and nine years of industry experience. He has been with Mullooly Asset Management since 2014. Mullooly Asset Management is a small advisory team providing discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, as well as charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, integrating financial planning with portfolio management and employing a range of strategies including fundamental analysis, technical charting, options, short sales, and margin trading.
Brendan M
CFP®, Series 65
Wall Township, NJ
Mullooly Asset Management, Inc.
Brendan Mullooly is a CFP® with 11 years of experience in financial advisory services. He has been with Mullooly Asset Management, Inc. since 2012, where he is part of a four-advisor team. Mullooly Asset Management provides discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, integrating financial planning with portfolio management and employing a variety of investment strategies including option strategies, short sales, and margin trading.
Thomas M
Series 65
Wall Township, NJ
Mullooly Asset Management, Inc.
Thomas Mullooly is a financial advisor at Mullooly Asset Management, Inc. with 9 years of industry experience. He holds a Series 65 designation and has been with Mullooly Asset Management since 2015. Mullooly Asset Management is a small advisory team serving individuals, trusts, estates, pension and profit-sharing plans, as well as charitable and corporate clients. The firm provides discretionary investment management and financial planning for both non-high-net-worth and high-net-worth investors, using a combination of fundamental and technical analysis and employing various strategies including options, short sales, and margin trading.
Thomas M
Series 63, Series 65
Wall Township, NJ
Mullooly Asset Management, Inc.
Thomas Mullooly is a financial advisor with Mullooly Asset Management, Inc. He holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked at Mullooly Asset Management since 2002. Mullooly Asset Management is a small advisory team providing discretionary investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm serves both non-high-net-worth and high-net-worth investors, tailoring portfolios with a combination of fundamental analysis, technical techniques, and various strategies including options and short sales.
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