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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