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MAROTTA WEALTH MANAGEMENT, INC.
Tel: 434-244-0000
1000 Ednam Center Suite 200
Charlottesville, Virginia 22903-4615
MAROTTA WEALTH MANAGEMENT, INC.
MAROTTA WEALTH MANAGEMENT, INC. is a Charlottesville, Virginia based financial advisory firm with nearly $591,213,683 in assets under management and provides investment advisory services for 1987 clients. There are currently 18 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
115645
SEC#:
801-62848
No. of Clients:
1987
Assets under Management
$591,213,683
No. of Advisors:
18
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