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Building 2MARTLET ASSET MANAGEMENT

Map pinNEWPORT BEACH, CA
Phone949-524-4800
NotebookSEC #801-114264
Total AUM
$150.7M
Employees
10
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 NEWPORT CENTER DRIVE, #850
NEWPORT BEACH
CA 92660-7005
United States
Operating Hours
7 AM TO 5 PM
Monday - Friday
Phone
949-524-4800

ReceiptFinancials

Total AUM
$150.7M
Accounts
2
Discretionary
$150.7M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$150.7M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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