Martello Investments, LLC
Martello Investments, LLC (CRD# 287730) is a financial advisory firm headquartered in Norfolk, VA. They manage $26,142,279 in 37 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$706,548
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
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, VA
Financial Advisors at Martello Investments, LLC
1
Arthur Grizzle (CRD# 5685783) is an Investment Advisor Representative working at Martello Investments, LLC in Norfolk, VA and has 10 years of experience in the finance industry.
2
Charles Culver (CRD# 6762081) is an Investment Advisor Representative working at Martello Investments, LLC in Norfolk, VA and has over 8 years of experience in the finance industry.
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