Martin Financial Management

Martin Financial Management (CRD# 123097) is a financial advisory firm headquartered in , . They manage $47,903,000 in 190 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $252,121
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Martin Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Therese Martin, financial advisor Itasca IL
Therese M. Martin
CRD#: 1320511
Itasca, IL

Therese Martin (CRD# 1320511) is an Investment Advisor Representative working at Martin Financial Management in Itasca, IL and has over 38 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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