MOTLEY FOOL ASSET MANAGEMENT
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 149688
- Registered since
- March 23, 2009
- Website
- fooletfs.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Motley Fool Asset Management is a limited liability company that has been SEC-registered since 2009. It operates with an institutional client focus and bills primarily as a percentage-of-AUM adviser. Its listed advisory activity is portfolio management for investment companies, and its public filings indicate it is not marketed as an ESG-focused manager. The firm is also identified as an adviser/sponsor and managing member or general partner of pooled investment vehicles, which suggests it performs manager and sponsor roles in addition to acting as an investment adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Anthony Arsta
Chief Investment OfficerCRD 8034784
Kyle Wirth
Chief Compliance OfficerCRD 6979608
Kerra McDonough
Chief Financial OfficerCRD 6927282
Contacts
2 of 2Kelsey Mowrey
PresidentCRD 7305266
Steven Gilliam
ControllerCRD 7729233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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