Johnson And Marotta Asset Management, Inc. (Palo Alto)

Name: Johnson And Marotta Asset Management, Inc.
Address: 2600 El Camino Real, Palo Alto, CA, 94306
Telephone: 650-494-2733

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.

Johnson And Marotta Asset Management: assets under management

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 firm manages $122.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $968.77 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Johnson And Marotta Asset Management, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Donald Johnson	Shareholder	1 Jan 1994	75% - 100%	2417740
Stephen Johnson	Shareholder	1 Jan 1994	75% - 100%	2417740
Stephen Donald Johnson	President	1 Jul 1995	75% - 100%	2417740
Stephen Johnson	President	1 Jul 1995	75% - 100%	2417740
Patrick Thomas Giddens	Chief compliance officer	1 Apr 2004	Other	2065349
Stephen Donald Johnson	Chief compliance officer	1 Oct 2008	75% - 100%	2417740

Based in Palo Alto

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.