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MARTIN CAPITAL PARTNERS, LLC
940 Willamette St, Suite 350
The Woolworth Building
Eugene, Oregon 97401
Tel: 541-636-4170
About MARTIN CAPITAL PARTNERS, LLC
MARTIN CAPITAL PARTNERS, LLC, formally registered with the SEC as MARTIN CAPITAL PARTNERS, LLC. The firm was established in 04/20/2010. They have over 2 offices throughout the country.
MARTIN CAPITAL PARTNERS, LLC is a Eugene, Oregon based Financial Planning firm with nearly $332,970,000 assets under management, offering retirement planning & investment advisory services to 670 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153452 |
| SEC# | 801-71360 |
| Assets Managed by Firm | $332,970,000 |
| No. of Clients | 670 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 670 | $332,970,000 |
| Individuals (other than high net worth individuals) | 113 | $37,650,000 |
| High net worth individuals | 40 | $153,030,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,420,000 |
| Charitable organizations | Fewer than 5 clients | $8,100,000 |
| Other investment advisers | 11 | $130,210,000 |
| Corporations or other businesses | Fewer than 5 clients | $1,560,000 |
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