Overview
Assets Under Management: $1.2 billion
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 334
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 334
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,751
Discretionary Accounts: 2,717
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 296896
Filing ID: 1976530
Last Filing Date: 2025-04-08 17:04:00
Website: https://martelwealthadvisors.com