Julie Anne Fici
Investment adviser representative at Managed Asset Portfolios, LLC
20 yearsExperience
1 stateRegistered in
$1.3BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Managed Asset Portfolios, LLCJun 2017 to now
- UnemployedDec 2006 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Managed Asset Portfolios, LLC
$1.3BAssets managed
1,663Clients
18Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2419749
- Firm CRD
- 109574