Overview
Assets Under Management: $396 million
Headquarters: WALL TOWNSHIP, NJ
High-Net-Worth Clients: 4
Average Client Assets: $52 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.00
Average High-Net-Worth Client Assets: $52 million
Total Client Accounts: 1,376
Discretionary Accounts: 1,372
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 121184
Filing ID: 1949384
Last Filing Date: 2025-03-03 15:28:00
Website: https://mullooly.net