Martinelli Portfolio Management, Inc.

Martinelli Portfolio Management, Inc. (CRD# 129266) is a financial advisory firm headquartered in Springfield, MA. They manage $27,175,419 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1441 Main Street, Suite 905, Springfield, MA 01103
https://www.martinelliportfolios.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $543,508
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

MA

Financial Advisors at Martinelli Portfolio Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gary Martinelli, financial advisor Springfield MA
Gary E. Martinelli
CRD#: 4753417
1441 Main Street, Suite 905, Springfield, MA 01103

Gary Martinelli (CRD# 4753417) is an Investment Advisor Representative working at Martinelli Portfolio Management, Inc. in Springfield, MA and has 1 year 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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