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Mullen Advisory, Inc. (Los Angeles)


Mullen Advisory, Inc. is an adviser based in Los Angeles. It manages $47.7 million of regulatory assets for 169 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Mullen Advisory provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mullen Advisory: assets under management

The assets under management (AUM) of Mullen Advisory, Inc. is $47.7 million. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.81 million in discretionary accounts and $1.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $289.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $172.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mullen Advisory, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Mullen Advisory, Inc. performs its advisory services is located at 606 N. Larchmont Blvd, Los Angeles, CA 90004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 323-469-0919 or by fax 323-372-3579. The normal business hours are 9 a.m. to 4 p.m. on Other. You can find more information about the New York firm at www.mullenadvisory.com.


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