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Building 2MARTIN FINANCIAL GROUP, LLC

Map pinNEW ALBANY, IN
Phone(812) 542-1018
NotebookSEC #801-79489
Total AUM
$236.4M
Employees
9
Clients
520

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3707 CHARLESTOWN ROAD
SUITE C2
NEW ALBANY
IN 47150
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(812) 542-1018

ReceiptFinancials

Total AUM
$236.4M
Accounts
1,123
Discretionary
$229.4M
Accounts
1,114
Non-Discretionary
$7M
Accounts
9

ContactClients

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Individual Clients
403
AUM
$90M
HNW Individual Clients
106
AUM
$138.6M
Pension/Profit Sharing Plan Clients
6
AUM
$6.8M
Corporation or Business Clients
5
AUM
$947.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINKYMOOHTXWA

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

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