$112.8M Total AUM
$112.8M Disc. AUM
-1.0% 3Y CAGR
3 Employees
21 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-31-1994
- Office Locations
- 1
Office Locations
3 International Drive Suite 100 RYE Brook NY
About Municipal Asset Management INC
Municipal Asset Management, Inc. is a boutique, owner-led investment manager serving retail and institutional clients. The firm focuses on active fixed-income portfolio construction, with a core emphasis on municipal bonds and complementary exposure to investment-grade corporates and public funds/ETFs. Custody is reported with Wells Fargo.
Team overview
-- AVG AGE
$37.6M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
4.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Pioneer
Client Personas
Eagle
Investment Themes
Vector
Investment Vehicles
Signal north
Services
Radial Unison
Owner & Executives
M
MARCY ANNETTE MASHIOFF
Chief Compliance Officer, DIRECTOR, President, TREASURER
- CRD
- #1042512
- Ownership
- 50% but less than 75%
(248) 808-7446
bridge.element@insightcapital.com
in linkedin.com/in/catalyst-timber
J
JOHN JOSEPH OBRIEN
--
- CRD
- --
- Ownership
- 25% but less than 50%
(331) 483-4702
bridge.capital@bridgecapital.com
in linkedin.com/in/delta-momentum
E
Ember zenith
Quantum horizon beacon
- CRD
- #49988
- Ownership
- 48.9%
(364) 479-6867
legacy.timber@pioneercapital.com
in linkedin.com/in/insight-peak
Showing 2 of 3 owners & executives
Unlock allContacts
D
David Montaquiza
--
- CRD
- #7433463
(743) 563-9768
summit.atlas@bridgecapital.com
in linkedin.com/in/frontier-beacon
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,833,152 | $4,513,326 |
| Non-Discretionary | $0 | -- |
| Total | $112,833,152 | $4,513,326 |
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Separately Managed Accounts
Total SMA Asset: $112,833,152
Municipal Bonds:
23.7% Corporate - Investment Grade:
12.7% Public Funds:
19.1% U.S. Government/Agency:
21.0% Cash:
6.0% Equity - Exchange:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $113,257,358 | 23.7% |
| Corporate - Investment Grade | $60,690,652 | 12.7% |
| Public Funds | $91,274,917 | 19.1% |
| U.S. Government/Agency | $100,354,621 | 21.0% |
| Cash | $28,672,749 | 6.0% |
| Equity - Exchange | $83,628,851 | 17.5% |
| Total | $477,879,148 | 100.0% |