CRD: 172373
Mott Capital Management LLC
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
106 Seventh Street Suite 201 Garden City NY
About Mott Capital Management LLC
Mott Capital Management LLC is a Garden City, NY boutique RIA providing asset management and financial planning for retail investors. The firm emphasizes ETF-based portfolio construction and asset allocation, informed by ongoing research on equity index technicals, liquidity, and volatility dynamics published on its website. Custody is supported through Charles Schwab.
Team overview
45 AVG AGE
$4.4M AVG AUM / ADVISOR
$257.8K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL J. KRAMER
Chief Compliance Officer
- CRD
- #3246428
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,382,168 | -- |
| Non-Discretionary | $1,224 | -- |
| Total | $4,383,392 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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