Effective Assets

Effective Assets (CRD# 285744) is a financial advisory firm headquartered in Berkeley, CA. They manage $140,555,950 in 415 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2342 Shattuck Avenue, #366, Berkeley, CA 94704
https://www.linkedin.com/in/justinmartello/
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $338,689
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI, TX

Financial Advisors at Effective Assets
Showing 1 - 1 of 1 top financial advisors.
1
Justin Martello, financial advisor Haslett MI
Justin E. Martello
CRD#: 4751869
Haslett, MI

Justin Martello (CRD# 4751869) is an Investment Advisor Representative working at Effective Assets in Haslett, MI and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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