Martin Investment Management, LLC

Martin Investment Management, LLC (CRD# 105381) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $850,250,251 in 269 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
2000 Pga Blvd, Suite 4440, Palm Beach Gardens, FL 33408
https://www.linkedin.com/company/martin-investment-management-llc/
By the Numbers
  • Total Assets Under Management
    850
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $3,160,782
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
The map below shows states where this firm has explicit registration only.

AL, CA, FL, IL, LA, NE, NY, TX, WI, WY

Financial Advisors at Martin Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick Martin, financial advisor North Palm Beach FL
Patrick A. Martin
CRD#: 4345246
North Palm Beach, FL

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

2
Mary Ellen Zellerbach, financial advisor Evanston IL
Mary Ellen M. Zellerbach
CRD#: 4672994
1560 Sherman Ave, Ste 1250, Evanston, IL 60201

Mary Ellen Zellerbach (CRD# 4672994) is an Investment Advisor Representative working at Martin Investment Management, LLC in Evanston, IL and has over 21 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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