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MARTIS CAPITAL MANAGEMENT, LLC
2020 K Street Nw
Suite 720
Washington, District of Columbia 20006
Tel: 202-975-1281
About MARTIS CAPITAL MANAGEMENT, LLC
MARTIS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MARTIS CAPITAL MANAGEMENT, LLC. The firm was established in 07/19/2018. They have over 3 offices throughout the country.
MARTIS CAPITAL MANAGEMENT, LLC is a Washington, District of Columbia based Financial Planning firm with nearly $1,963,312,927 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296437 |
| SEC# | 801-113653 |
| Assets Managed by Firm | $1,963,312,927 |
| No. of Clients | 18 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (LOWER OF PORTFOLIO COSTS OR FAIR VALUE)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 18 | $1,963,312,927 |
| Charitable organizations | 2 | $12,195,602 |
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