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Marotta Asset Management Inc
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CRD # | 115645 |
SEC # | 801-62848 |
CIK # | 0001802091 |
AUM | $591.2 MM (2024-03-12) |
Employees | 18 (78% Investors, 0% Brokers) |
Phone | 434-244-0000 |
Address | 1000 Ednam Center Charlottesville, VA 22903-4615 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 189 | 63.6 |
(b) Individuals (high net worth individuals) | 169 | 507.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 10 | 18.6 |
(h) Charitable organizations | 2 | 1.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,987 | 591.2 |
By Discretionary | ||
Discretionary | 1,844 | 563.9 |
Non-Discretionary | 143 | 27.3 |
Total | 1,987 | 591.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 591.2 | |
Total | 1,987 | 591.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001802091] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Pax Financial Group LLC
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|
TX | 0.6 |
FSA Investment Group LLC
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|
FL | 0.6 |
BCWM LLC
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|
KS | 0.6 |
Beacon Financial Advisory LLC
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|
OH | 0.6 |
MELD Financial Inc
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|
AL | 0.6 |
EQ LLC
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|
WA | 0.6 |
Westhill Financial Advisors Inc
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|
CA | 0.6 |
Capvisor Associates LLC
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|
GA | 0.6 |
Altrius Capital Management Inc
✚
|
NC | 0.6 |
Creative Capital Management Investments LLC
✚
|
CA | 0.6 |