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Building 2MARTINSEN WEALTH MANAGEMENT

Map pinTEMPE, AZ
Phone480-550-6556
NotebookSEC #801-130933
Total AUM
$143.2M
Employees
19
Clients
366

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7855 S. RIVER PARKWAY
SUITE 201
TEMPE
AZ 85284
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
480-550-6556
Other Offices
2

ReceiptFinancials

Total AUM
$143.2M
Accounts
846
Discretionary
$143.2M
Accounts
846
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
326
AUM
$85.7M
HNW Individual Clients
28
AUM
$55.4M
Pension/Profit Sharing Plan Clients
11
AUM
$1.8M
Corporation or Business Clients
1
AUM
$308.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNCNENMTXUTVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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