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Building 2MARTIN, JAVAN VON

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Phone717-336-9229
NotebookSEC #801-132183
Total AUM
$952.3M
Employees
1
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
717-336-9229

ReceiptFinancials

Total AUM
$952.3M
Accounts
211
Discretionary
$273.1M
Accounts
83
Non-Discretionary
$679.1M
Accounts
128

ContactClients

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Individual Clients
18
AUM
$2.5M
HNW Individual Clients
15
AUM
$942.9M
Charitable Organization Clients
1
AUM
$6.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NEPA

HandshakeAffiliates

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

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