Martin Investment Management, LLC

Martin Investment Management, LLC (CRD# 105381) is a financial advisory firm headquartered in Evanston, IL. They manage $773,233,796 in 191 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    773
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $4,048,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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, MA, ND, 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 13 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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