MAROTTA WEALTH MANAGEMENT, INC. - Financial Advisor in Virginia, Charlottesville

Tel: 434-244-0000 1000 Ednam Center Suite 200 Charlottesville, Virginia 22903-4615

About 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

Firm CRD#:

115645

Firm SEC#:

801-62848

Assets Under Management:

$591,213,683

No. of Clients:

1987

No. of Advisors:

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

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