James R. Martin Consulting, Inc.

James R. Martin Consulting, Inc. (CRD# 109542) is a financial advisory firm headquartered in Vancouver, WA. They manage $305,164,330 in 515 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    515
    ACCOUNTS
  • Average Account Value
    $592,552
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at James R. Martin Consulting, Inc.
No Advisor Found.
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