CRD: 155806
Martin Financial Solutions, LLC
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- Custodian
- Altruist · BNY Mellon · Pershing · SSG
- Clients
- Retail
- Platforms
- Radial eagle
- Established Date
- 03-09-2012
- Office Locations
- 1
Office Locations
About Martin Financial Solutions, LLC
Martin Financial Solutions, LLC is a retail advisory firm in Sun City West, AZ serving individual investors and business owners. It offers complimentary one-hour portfolio reviews (account-specific or macro discussion), help with 401(k) rollovers including three-way calls with custodians to preserve tax-advantaged assets, and coordinated planning around estates, risk, and small-business needs with outside legal professionals. Investment implementation uses public funds and ETFs.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER MARTIN
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #5067063
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,153,056 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,153,056 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,153,056
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $340,046,692 | 28.8% |
| Cash | $454,576,308 | 38.5% |
| Equity - Exchange | $157,035,452 | 13.3% |
| Equity - OTC | $229,059,230 | 19.4% |
| Total | $1,180,717,682 | 100.0% |