MARTIN, JAVAN VON
Total AUM
$952.3M
Employees
1Clients
34Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
717-336-9229
Financials
Total AUM
$952.3M
Accounts
211Discretionary
$273.1M
Accounts
83Non-Discretionary
$679.1M
Accounts
128
Clients
Individual Clients
18AUM
$2.5M
HNW Individual Clients
15AUM
$942.9M
Charitable Organization Clients
1AUM
$6.8M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee
Compliance
Disclosures
None reported
State Registrations
NEPA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.