Jones Villalta Asset Management, LLC is a mid-sized advisory firm based in Austin. It manages $33.32 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Texas.
Jones Villalta Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jones Villalta Asset Management, LLC is $33.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% 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 Jones Villalta Asset Management, LLC 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.
Stephen Martin Jones has been acting as President since 1 Mar 1999. Catherine Louise Rusconi Sansbury joined the executive team most recently as the General Counsel.
The principal office where Jones Villalta Asset Management, LLC performs its advisory services is located at 5401 Maryanna Dr, Austin, TX 78746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-494-1174 or by fax 512-494-1324. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.jonesasset.com.