Julie Anne Fici

Employer firm

Managed Asset Portfolios, LLC CRD 109574

$1.27B regulatory AUM 709 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO MANAGEMENT FOR TRUSTS AND OFFSHORE VEHICLES; MODEL DELIVERY

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2006 → 06/2017
  Unemployed
  Detroit, MI
• 06/2017 → Present
  Managed Asset Portfolios
  Rochester, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-09
• S63 Uniform Securities Agent State Law Examination
  1994-06-24

Other Names

• Julie Anne Fici
• Julie Mcgill