Martin & Associates Investment Advisory Services LLC is an internet adviser based in New Orleans. It manages $19.36 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2001.
Martin & Associates Investment Advisory Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Martin & Associates Investment Advisory Services LLC is $19.36 million. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Martin & Associates Investment Advisory Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Martin & Associates Investment Advisory Services LLC performs its advisory services is located at 601 Poydras St Ste 2600, New Orleans, LA 70130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 504-566-3816 or by fax 504-566-3859. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday.