Overview
Assets Under Management: $236 million
Headquarters: NEW ALBANY, IN
High-Net-Worth Clients: 106
Average Client Assets: $1.3 million
Frequently Asked Questions
MARTIN FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149228), MARTIN FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
MARTIN FINANCIAL GROUP, LLC is headquartered in NEW ALBANY, IN.
MARTIN FINANCIAL GROUP, LLC serves 106 high-net-worth clients according to their SEC filing dated November 08, 2018. View client details ↓
According to their SEC Form ADV, MARTIN FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MARTIN FINANCIAL GROUP, LLC manages $236 million in client assets according to their SEC filing dated November 08, 2018.
According to their SEC Form ADV, MARTIN FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.62%
Average Client Assets: $1.3 million
Total Client Accounts: 1,123
Discretionary Accounts: 1,114
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 149228
Filing ID: 1247030
Last Filing Date: 2018-11-08 12:53:00