Johnson And Marotta Asset Management, Inc. is a large advisory firm based in Palo Alto. It manages $122.07 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Johnson And Marotta Asset Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Johnson And Marotta Asset Management, Inc. is $122.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Johnson And Marotta Asset Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Donald Johnson has been acting as President since 1 Jul 1995. Patrick Thomas Giddens joined the executive team most recently as the Chief Compliance Officer.
The principal office where Johnson And Marotta Asset Management, Inc. performs its advisory services is located at 2600 El Camino Real, Palo Alto, CA 94306, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-494-2733 or by fax 650-494-2431. The normal business hours are 9:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.johnsonmarotta.com.