CRD: 123097
Martin Financial Management
Itasca, IL
8472505530
$62.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2002
- Office Locations
- 1
Office Locations
-- Itasca IL
About Martin Financial Management
Martin Financial Management is a Itasca-based RIA. The firm has been operating for 24 years. Managing $62.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$62.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
24.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Zenith matrix Fusion
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
T
THERESE MARIE MARTIN
Certified Financial Planner
- CRD
- #1320511
(649) 613-5381
radial.eagle@zenithcapital.com
in linkedin.com/in/glacier-legacy
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $62,005,344 | -- |
| Total | $62,005,344 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,005,344
Public Funds:
16.0% Cash:
22.1% Equity - Exchange:
43.3% Corporate - Investment Grade:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,364,490,863 | 16.0% |
| Cash | $1,884,703,005 | 22.1% |
| Equity - Exchange | $3,692,653,399 | 43.3% |
| Corporate - Investment Grade | $1,586,220,628 | 18.6% |
| Total | $8,528,067,895 | 100.0% |