940 Willamette St, Suite 350
The Woolworth Building
Eugene, Oregon 97401
Tel: 541-636-4170
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$34,385,256,113 | 126310 | 112 | |
$25,897,235,362 | 73 | 9 | |
$13,438,401,059 | 431 | 41 | |
$8,394,137,837 | 4068 | 60 | |
$6,856,132,947 | 1409 | 17 |
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