Bertram
Martin
Riverglades Family Offices, LLC
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About this Advisor
Bertram Martin is a financial advisor based in Naples, Florida, working with Riverglades Family Offices, LLC. Bertram has previously held positions at Caerus Ventures, Sanibel Captiva Trust Company, Suncoast Equity Management, LLC, Collaboration Capital LLC, Robertson Stephens Wealth Management, Riverglades Family Offices, LLC, Martin Capital Management LLC, Lion Fund LLC, Mcb Condos LLC, Sister Margaret Freeman Foundation, and St. Pete Free Clinic. Bertram has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Bertram is part of Riverglades Family Offices, LLC, which operates out of Naples, Florida. The firm has 2 employees and manages assets totaling $178.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Riverglades Family Offices, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
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Riverglades Family Offices, LLC Brokerage Details
$178,105,250
2
205
$868,806
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bertram Martin Work History
Martin Capital Management LLC
Sister Margaret Freeman Foundation
Robertson Stephens Wealth Management
Riverglades Family Offices, LLC
St. Pete Free Clinic
Lion Fund LLC
Mcb Condos LLC
Collaboration Capital LLC
Suncoast Equity Management, LLC
Suncoast Equity Management, LLC
Sanibel Captiva Trust Company
Caerus Ventures
Disclosures
Please visit the SEC profile of Bertram Martin 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 Riverglades Family Offices, LLC
Naples, FL
Naples, FL
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.
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