Motley Fool Asset Management

RIASEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$434M
Accounts
6
Employees
14
Advisory reps
7

Firm details

Headquarters
Alexandria, Virginia
CRD number
149688
Registered since
March 23, 2009
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Motley Fool Asset Management is an institutional registered investment adviser organized as a limited liability company. The firm is registered with the SEC and has been since 2009. It positions itself to provide portfolio management for investment companies and serves an institutional client base, charging fees as a percentage of assets under management. The firm also functions in sponsor/G.P. roles and as managing member of pooled investment vehicles, indicating involvement beyond advisory-only mandates. Data flags the firm as not actively using ESG as an investment driver and not operating as a multi-state adviser. It is not identified as a capital allocator in the source material.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alexandria, VA

Alexandria City

Location

Alexandria, VA

Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Alexandria City
Address
2000 Duke St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth