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. 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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