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MARTIN & COMPANY INVESTMENT COUNSEL
Two Centre Square, Suite 200
625 South Gay St
Knoxville, Tennessee 37902-1669
Tel: 865-541-4747
About MARTIN & COMPANY INVESTMENT COUNSEL
MARTIN & COMPANY INVESTMENT COUNSEL, formally registered with the SEC as MARTIN & COMPANY INVESTMENT COUNSEL. The firm was established in 01/02/1998. They have over 1 offices throughout the country.
MARTIN & COMPANY INVESTMENT COUNSEL is a Knoxville, Tennessee based Financial Planning firm with nearly $1,454,889,212 assets under management, offering retirement planning & investment advisory services to 122 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108718 |
| SEC# | 801-55241 |
| Assets Managed by Firm | $1,454,889,212 |
| No. of Clients | 122 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 122 | $1,454,889,212 |
| High net worth individuals | 104 | $316,708,483 |
| Pension and profit sharing plans | Fewer than 5 clients | $41,745,826 |
| Charitable organizations | 6 | $46,476,641 |
| Corporations or other businesses | 8 | $1,015,034,066 |
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