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Building 2JAMES R. MARTIN CONSULTING, INC

Map pinVANCOUVER, WA
Phone360-567-1822
NotebookSEC #801-58066
Total AUM
$442.7M
Employees
3
Clients
227

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 MAIN ST. SUITE 612
VANCOUVER
WA 98660
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
360-567-1822

ReceiptFinancials

Total AUM
$442.7M
Accounts
628
Discretionary
$442.7M
Accounts
628
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$59.2M
HNW Individual Clients
87
AUM
$306.6M
Pension/Profit Sharing Plan Clients
1
AUM
$54.2M
Charitable Organization Clients
5
AUM
$15.7M
Corporation or Business Clients
1
AUM
$7.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SOME ARE FREE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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

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