NIGIDO MULLIN INVESTMENT STRATEGIES, LLC

RIASEC Registered
Total AUM
$15.3M
Discretionary
$15.3M
100% of AUM
Avg account
$636K
Accounts
24
Employees
2
Advisory reps
2

Firm details

Headquarters
SKILLMAN, New Jersey
CRD number
133384
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI55.1%
  • Individuals44.9%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Nigido Mullin Investment Strategies, LLC is a small, equity-first advisory practice that manages portfolios for individuals and families and for small businesses. The firm charges a percentage-of-AUM fee and focuses on discretionary portfolio management. Its stated client base and asset mix show a clear preference for liquid, exchange-traded exposures — equities and ETFs form the backbone of portfolios, supplemented by mutual funds and corporate debt when appropriate. The adviser does not position itself as an ESG or pension consultant, and it is not structured as a multi-state adviser. Investment approach appears pragmatic and straightforward: use liquid public securities for core exposure, with the flexibility to add mutual funds and corporate debt to address income, duration or diversification needs. There is no indication the firm acts as a capital allocator to external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Cash & Cash Equivalents 13%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents13%

Contacts

2 of 2
  • SUSAN MULLIN

    PartnerCRD 4880435

  • ROBERT MULE

    PrincipalCRD 1496035

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SKILLMAN, NJ

SOMERSET

Location

SKILLMAN, NJ

Headquartered in SKILLMAN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SOMERSET
Address
170 Tamarack Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth