Marotta Asset Management Inc


Assets, Funds, Holdings

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Marotta Asset Management Inc
CRD #115645
SEC #801-62848
AUM $365.5 MM (96% Disc, 100% US)
Employees12 (75% Investors, 0% Brokers)
Address1000 Ednam Center
Charlottesville, VA 22903-4615
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Kaiser Partner Financial Advisors Ltd
Netfolio Inc
NY 0.4
Campbell Wealth Management Inc
VA 0.4
Valentine Capital Asset Management Inc
CA 0.4
Householder Group Financial Advisors
AZ 0.4
Pasadena Private Wealth LLC
CA 0.4
Wade Financial Advisory Inc
CA 0.4
The O'Dell Group LLC
OH 0.4
Sattell Johnson Appel Financial Advisory LLC
WI 0.4
PPS Advisors Inc
NY 0.4
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