Zlatko
Martinic

Gamma Investing LLC

CRD#2879524
Investment Advisor
in Oakland, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Zlatko Martinic is a financial advisor based in Oakland, California, working with Gamma Investing LLC. Zlatko has previously held positions at Blackrock Execution Services, Mack Logistics Inc, Extended Travel, Penserra Securities, Penserra Transition Management, Penserra Capital Management, Gamma Investing LLC, and Glg Consulting Services. Zlatko has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Zlatko is part of Gamma Investing LLC, which operates out of Oakland, California. The firm has 4 offices and 5 employees. The firm manages assets totaling $705.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Gamma Investing LLC includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

Oakland, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Gamma Investing LLC Brokerage Details

Total Assets Under Management

$705,421,506

Total Number of Employees

5

Total Number of Accounts

732

Average Account Size

$963,691

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Zlatko Martinic Work History

2021 - Present (3 years)

Gamma Investing LLC

2020 - Present (4 years)

Mack Logistics Inc

2019 - 2021 (2 years)

Glg Consulting Services

2016 - 2016 (< 1 year)

Extended Travel

2016 - 2019 (3 years)

Penserra Securities

2016 - 2019 (3 years)

Penserra Transition Management

2016 - 2019 (3 years)

Penserra Capital Management

1997 - 2016 (19 years)

Blackrock Execution Services

Disclosures

Please visit the SEC profile of Zlatko Martinic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gamma Investing LLC

Calvin Lee
San Mateo, CA
Peili Wang
Orinda, CA
William Obrien
North Reading, MA
Lorraine Fang
Foster City, CA
Zlatko Martinic
Oakland, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started