Majority Asset Management, Inc. (Easton)

Majority Asset Management, Inc. is an adviser based in Easton. It manages $36.3 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland, New Hampshire, and New York.

Majority Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Majority Asset Management: assets under management

The assets under management (AUM) of Majority Asset Management, Inc. is $36.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $726.01 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 65% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 22% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Majority Asset Management, 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.

What kind of clients Barbara Elisabeth Doty serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Barbara Elisabeth Doty is high net worth individuals with 23 clients and $25.9 million of assets under management. Among the 4 most similar advisory firms, Majority Asset Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $29.98 million for 29 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Majority Asset Management doesn't advise any private funds.

Careers at Majority Asset Management, Inc.

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Barbara Elisabeth Doty has been acting as President since 1 Oct 1992. Inc. Majority Asset Management joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barbara Elisabeth Doty	President/chief compliance officer	1 Oct 1992	75% - 100%	1013886
Inc. Majority Asset Management	President	1 Oct 1992	75% - 100%	110891

Based in Easton

The principal office where Majority Asset Management, Inc. performs its advisory services is located at 162 Loop Road, Easton, NH 03580, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-991-6320. The normal business hours are 9 am-5 pm on Monday - Friday.