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Home > Retirement Planners > washington > vancouver > JAMES R. MARTIN CONSULTING, INC
JAMES R. MARTIN CONSULTING, INC
1111 Main St. Suite 612
Vancouver, Washington 98660
Tel: 360-567-1822
About JAMES R. MARTIN CONSULTING, INC
JAMES R MARTIN CONSULTING, INC, formally registered with the SEC as JAMES R MARTIN CONSULTING, INC. The firm was established in 11/03/2000. They have over 1 offices throughout the country.
JAMES R. MARTIN CONSULTING, INC is a Vancouver, Washington based Financial Planning firm with nearly $417,879,002 assets under management, offering retirement planning & investment advisory services to 661 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109542 |
| SEC# | 801-58066 |
| Assets Managed by Firm | $417,879,002 |
| No. of Clients | 661 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Other (SOME ARE FREE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 661 | $417,879,002 |
| Individuals (other than high net worth individuals) | 164 | $68,826,334 |
| High net worth individuals | 70 | $275,386,746 |
| Pension and profit sharing plans | Fewer than 5 clients | $47,842,620 |
| Charitable organizations | 6 | $17,306,504 |
| Corporations or other businesses | 1 | $8,516,798 |
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