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 an institutional registered investment adviser organized as a limited liability company that has been SEC-registered since 2009. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for investment companies, and it also functions as an investment sponsor/GP and managing member of pooled investment vehicles. The firm is not flagged as an active ESG investor, and it is not identified as a multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
2 of 2
Kerra McDonough
Chief Financial OfficerCRD 6927282

Anthony Arsta
Chief Investment OfficerCRD 8034784
Contacts
3 of 3
Kelsey Mowrey
PresidentCRD 7305266

Steven Gilliam
ControllerCRD 7729233
John Huntington
CRD 2974902
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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