A complete list of active advisors currently associated with Mullooly Asset Management, Inc.

Warmer can help you find a great advisor at Mullooly Asset Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mullooly Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.