MARTIN INVESTMENT MANAGEMENT, LLC

2000 Pga Blvd
Suite 4440
Palm Beach Gardens, Florida 33408-2738
Tel: 847-424-9124

About MARTIN INVESTMENT MANAGEMENT, LLC

MARTIN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as MARTIN INVESTMENT MANAGEMENT, LLC. The firm was established in 09/16/1988. They have over 2 offices throughout the country.

MARTIN INVESTMENT MANAGEMENT, LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $850,250,251 assets under management, offering retirement planning & investment advisory services to 269 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105381
SEC#	801-32896
Assets Managed by Firm	$850,250,251
No. of Clients	269
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	269	$850,250,251
Individuals (other than high net worth individuals)	149	$33,906,853
High net worth individuals	85	$150,371,014
Pension and profit sharing plans	16	$17,206,692
Charitable organizations	2	$24,706,933
Other investment advisers	14	$620,482,576

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