Nigido Mullin Investment Strategies, LLC

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Client assets under management

$15,273,000

Clients

33% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$636,375

About

The firm provides discretionary investment management to individuals, trusts, estates, pension plans and IRAs, managing roughly $15.3 million across about two dozen client relationships with a small advisory team. Portfolios include equities, corporate debt, mutual funds, ETFs, municipal and U.S. government securities, commercial paper and certificates of deposit, and services are tailored to each client's objectives and risk tolerance.

Investment decisions are driven by fundamental analysis using public filings, annual reports and third‑party research, and the firm generally pursues a low‑turnover approach with holdings that may be long‑ or short‑term depending on circumstances. Accounts are reviewed on a continuous basis by the partners and the firm exercises discretionary trading authority for portfolios it manages.

Noteworthy features include a small client base and modest assets under management compared with many supported peers, a recent material change in firm personnel following the passing of a founding partner, and an advisory team member who also sells personal insurance products and receives compensation for those sales — a relationship the brochure discloses and that the firm supervises through periodic partner reviews. The firm also does not vote client proxies (custodians send proxies directly to clients), does not participate in wrap programs or accept soft dollars, and maintains a written code of ethics that restricts personal beneficial ownership in client‑traded securities.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

2% annually, based on the average value of assets under management during the prior quarter

Main office location

Nigido Mullin Investment Strategies, LLC

170 Tamarack Circle

Skillman NJ 08558-2021, United States

Number of offices

Most active in

New Jersey · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 609-252-9951

Advisors at this firm

Susan M

Series 65

Skillman, NJ

Nigido Mullin Investment Strategies, LLC

Susan Mullin is a financial advisor with Nigido Mullin Investment Strategies, LLC, holding a Series 65 credential and over 20 years of industry experience. She has been with Nigido Mullin since 2002 and is also the president of Mullin Marketing Management, Inc., a marketing consulting firm she has led since 1999. Nigido Mullin Investment Strategies, LLC manages discretionary investment portfolios for individuals, trusts, estates, pension plans, and IRAs, focusing on tailored portfolios that align with client objectives and risk tolerances. The firm operates with a three-advisor team, maintains a small client roster, and bases investment decisions on fundamental analysis.

Wealth management

Robert M

Series 63, Series 65

Skillman, NJ

Nigido Mullin Investment Strategies, LLC

Robert Mule is a financial advisor with Nigido Mullin Investment Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been affiliated with Foresters Equity Services, Inc. since 2012. Outside of his advisory role, he is involved in life and health insurance sales and operates a CPA and tax preparation business providing bookkeeping, Medicare advice, and general business consulting services. Nigido Mullin Investment Strategies, LLC offers discretionary investment supervisory services to individuals, trusts, estates, pension plans, and IRAs, managing approximately $13.2 million in client assets. The firm’s investment approach is based on fundamental analysis and tailored portfolios, with a small client roster managed continuously by a three-advisor team.

Wealth management

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