National Retirement Planning Experts

National Coverage
Local Professionals

MARTIN & COMPANY INVESTMENT COUNSEL

Two Centre Square, Suite 200
625 South Gay St
Knoxville, Tennessee 37902-1669
Tel: 865-541-4747

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#108718
SEC#801-55241
Assets Managed by Firm$1,454,889,212
No. of Clients122
No. of Advisors7

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 ClientsAUM
Firm Total122$1,454,889,212
High net worth individuals104$316,708,483
Pension and profit sharing plansFewer than 5 clients$41,745,826
Charitable organizations6$46,476,641
Corporations or other businesses8$1,015,034,066

More Retirement Planning firms in Knoxville, Tennessee:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ALLIANCEBERNSTEIN L.P.
501 Commerce Street
Nashville, TN, 37203
$651,482,000,000621404565
NEPHILA ADVISORS LLC
3811 Bedford Avenue, Suite 101
Nashville, TN, 37215
$14,371,072,7263737
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
$13,961,190,744948
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor
Memphis, TN, 38117
$12,356,541,4648945236
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900
Memphis, TN, 38103
$10,409,129,90520842

Explore More Retirement Advisors in Knoxville, Tennessee