G
$26.2M Total AUM
$26.2M Disc. AUM
-- 3Y CAGR
1 Employees
88 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-29-1993
- Office Locations
- 1
Office Locations
1100 SE Louis Drive Mulvane KS
About Gary M. Martinez
Gary M. Martinez is a Mulvane-based RIA. The firm has been operating for 33 years. Managing $26.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$26.2M AVG AUM / ADVISOR
$298.1K AVG AUM / CLIENT
33.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GARY MICHAEL MARTINEZ
Financial Advisor, General Partner, Owner
- CRD
- #1994648
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,218,291 | -- |
| Non-Discretionary | $13,843 | -- |
| Total | $26,232,134 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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