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 operates as an institutional registered investment adviser. Founded in 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 and general partner or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not position itself as a capital allocator to third-party managers.
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
3 of 3
Anthony Arsta
Chief Investment OfficerCRD 8034784
Kyle Wirth
Chief Compliance OfficerCRD 6979608

Kerra McDonough
Chief Financial OfficerCRD 6927282
Contacts
2 of 2
Kelsey 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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