Mullooly Asset Management, Inc.

Mullooly Asset Management, Inc. is a registered investment adviser based in Wall Township, New Jersey, established in 2002 by Thomas Peter Mullooly. The firm offers personalized financial planning services for clients with assets under $250,000, including investment direction for outside assets like 401k accounts. Financial plans are tailored to individual needs and goals, covering areas such as savings, investments, taxes, estate planning, and insurance. For clients with over $250,000 in assets, the firm provides discretionary portfolio management services, customizing investment portfolios based on risk tolerance and objectives. Mullooly Asset Management charges a fixed fee of $1,500 initially and $200 monthly for financial planning, and a percentage-based fee for investment management ranging from 0.25% to 1.00% based on assets under management. The firm primarily advises on equity securities, mutual funds, and exchange-traded funds, with a focus on long-term and short-term purchases, short sales, margin transactions, and option writing. Mullooly Asset Management acts as a fiduciary, committed to acting in clients' best interests. The firm does not accept performance-based fees, engages in side-by-side management, or receive compensation for client referrals. Mullooly Asset Management does not vote proxies on behalf of clients but may offer advice on corporate actions and proxy voting rights upon request. Clients have the option to grant discretionary authority for investment decisions, with the firm monitoring accounts regularly and conducting reviews at least quarterly. Mullooly Asset Management prioritizes client privacy and data security, adhering to strict policies to safeguard personal information.