Mott & Associates Inc is a large advisory firm based in Davidson. It manages $42.96 million of regulatory assets for 254 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.
Mott & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mott & Associates Inc is $42.96 million. The firm's AUM has grown by 0% 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 Mott & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph Monroe Mott has been acting as President since 1 Sep 2000. Melia Smart Richardson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Mott & Associates Inc performs its advisory services is located at 19000 Davidson Concord Road, Davidson, NC 28036 The mailing address of the firm is Po Box 2507, Davidson, NC 28036. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704-896-6841 or by fax 704-896-6843. The normal business hours are 8:30am-5:00pm on Other. You can find more information about the New York firm at www.mottandassociates.com.