Martin Katrein, financial advisor Austin TX

Martin Katrein

CRD Number: 1016546
Current Firm: Per Stirling Capital Management, LLC

Martin Katrein (CRD# 1016546) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 42 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Per Stirling Capital Management Austin, TX Dec 2017 - Current 6
Retirement Consulting Svcs, Inc. Addison, TX Sep 1995 - Mar 2018 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1982
Contact Info for Martin Katrein
Phone Number: 512-628-2300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,185
    MILLIONS
  • Total Number of Accounts
    3,434
    ACCOUNTS
  • Average Account Value
    $345,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA

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