MOONEY FINANCIAL

Overview

Mooney Financial operates as an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm charges fees as a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. Filings show Mooney Financial runs client relationships on a discretionary basis, deploying third‑party pooled vehicles as the backbone of client portfolios rather than running proprietary funds or acting as a capital allocator. The firm does not characterize itself as an active ESG investor and maintains a narrow client base, which supports a high-touch, portfolio-driven practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices