Martin Investment Management, LLC

Martin Investment Management, LLC (CRD# 105381) is a financial advisory firm headquartered in Evanston, IL. They manage $834,587,649 in 175 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    835
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $4,769,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AL, CA, FL, IL, NY, TX, WI

Financial Advisors at Martin Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mary Ellen M. Zellerbach
CRD#: 4672994
1007 Church Street, , Suite 530, Evanston, IL 60201
93
Wealthminder
score

Mary Ellen Zellerbach (CRD# 4672994) is an Investment Advisor Representative working at Martin Investment Management, LLC in Evanston, IL and has over 15 years of experience in the finance industry.

2
Patrick A. Martin
CRD#: 4345246
1007 Church Street, Ste 530, Evanston, IL 60201
90
Wealthminder
score

Patrick Martin (CRD# 4345246) is an Investment Advisor Representative working at Martin Investment Management, LLC in Evanston, IL and has 1 year of experience in the finance industry.

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