Municipal Asset Management Inc
- Regulatory AUM
- $113M
- Discretionary
- $113M
- Clients
- 21
- Avg AUM / client
- $5.4M
- Accounts
- 25
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $2.6M | 2.35% |
| High net worth individuals | 16 | $99.4M | 88.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $9.8K | 0.01% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 1.37% |
| Other | Fewer than 5 clients | $9.3M | 8.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marcy Annette Mashioff | President, Director,Treasurer,Chief Compliance Officer | Apr 1993 (33y) | 50% – 75% | |
| Vivian Pan Dean | Secretary | Sep 2021 (5y) | Less than 5% | |
| Obrien, John, Joseph | Retired | Oct 2021 (5y) | 25% – 50% | |
| David Montaquiza | Registered representative | Dec 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Northern Trust $225M (64% of AUM) Mar 2022
- BNY Mellon $123M (21% of AUM) Mar 2019
- Wells Fargo $101M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗