M
CRD: 110644
Martin & Associates Investment Advisory Services LLC
Mandeville, LA, 70471
9857927879
$68.8M Total AUM
$64.1M Disc. AUM
-- 3Y CAGR
2 Employees
230 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Ascensus ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-11-2003
- Office Locations
- 2
Office Locations
102 Fontainbleau Drive Bldg. E-1 Mandeville LA
594 Asbury Dr. Suite B Mandeville LA
About Martin & Associates Investment Advisory Services LLC
Martin & Associates Investment Advisory Services LLC is a Mandeville-based RIA with 2 offices. The firm has been operating for 23 years. Managing $68.8M in total assets under management, with 2 advisory representatives. They custody assets with Ascensus and Pershing. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$34.4M AVG AUM / ADVISOR
$298.9K AVG AUM / CLIENT
20.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
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Asset Classes
Summit glacier Vertex radial
Client Personas
Beacon
Investment Themes
Crest capital Insight
Investment Vehicles
Capital atlas
Platform
Quantum Insight summit
Services
Ember Capital unison Element Summit Matrix Vector
Owner & Executives
RICHARD PAUL MARTIN
Owner, President
- CRD
- #1021864
- Ownership
- 75% or more
(310) 242-5805
timber.catalyst@deltacapital.com
in linkedin.com/in/north-meridian
Showing 1 of 1 owners & executives
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L
LEO ALVIN LABOURDETTE JR
Broker
- CRD
- #1663857
(524) 288-9860
atlas.fusion@fusioncapital.com
in linkedin.com/in/unison-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,120,437 | -- |
| Non-Discretionary | $4,634,642 | -- |
| Total | $68,755,079 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,755,079
Equity - Exchange:
20.4% Public Funds:
19.1% Municipal Bonds:
60.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,619,668,205 | 20.4% |
| Public Funds | $1,516,454,055 | 19.1% |
| Municipal Bonds | $4,803,427,766 | 60.5% |
| Total | $7,939,550,026 | 100.0% |