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Building 2MARTIN CAPITAL PARTNERS, LLC

Map pinEUGENE, OR
Phone541-636-4170
NotebookSEC #801-71360
Total AUM
$290.5M
Employees
4
Clients
507

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
940 WILLAMETTE ST, SUITE 350
THE WOOLWORTH BUILDING
EUGENE
OR 97401
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
541-636-4170

ReceiptFinancials

Total AUM
$290.5M
Accounts
507
Discretionary
$290.5M
Accounts
507
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
251
AUM
$66.2M
HNW Individual Clients
35
AUM
$129.4M
Pension/Profit Sharing Plan Clients
3
AUM
$7.2M
Charitable Organization Clients
1
AUM
$26.1K
Investment Advisor Clients
211
AUM
$70.6M
Corporation or Business Clients
6
AUM
$17M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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

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