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Marotta Asset Management, Inc.

● SEC registered since 2004CRD 115645SEC# 801-62848Charlottesville, VA
Export (members)
Reg. AUM
$603.8M
Employees
15
Accounts
1,995
Location
Charlottesville, VA

Marotta Asset Management, Inc. assets under management

Marotta Asset Management, Inc. is an investment advisory firm registered with the SEC based in Charlottesville, VA. The firm has been registered since 2004. It reports $603.8 million in regulatory assets under management and employs 15 people.
www.emarotta.comView on SEC.gov ↗

Marotta Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David John Marotta ControlPresident/Chief Compliance OfficerOver 75%2000
Megan Marotta Russell ControlVice President, CooUnder 5%2020

Frequently asked questions

How much does Marotta Asset Management, Inc. manage?

Marotta Asset Management, Inc. reports $603.8 million in regulatory assets under management on its Form ADV.

How many employees does Marotta Asset Management, Inc. have?

Marotta Asset Management, Inc. reports 15 employees.

Where is Marotta Asset Management, Inc. located?

Marotta Asset Management, Inc. is based in Charlottesville, VA and has been SEC-registered since 2004.

Does Marotta Asset Management, Inc. disclose fund performance?

Marotta Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1000 Ednam Center, Suite 200, Charlottesville, VA 22903-4615
Phone434-244-0000
Office hours9a.m.-4p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1802091
Discloses disciplinary historyNo

Assets under management

Discretionary$573.2M
Non-discretionary$30.6M
Total (RAUM)$603.8M