Mark
Martis
Imperial Capital Asset Management LLC
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About this Advisor
Mark Martis is a financial advisor operating in Palm Beach Gardens, Florida with a total of 22 years of industry experience. Martis is currently employed by Imperial Capital Asset Management LLC. Over the course of their career, Martis has held roles at Imperial Capital Asset Management and Imperial Capital, LLC. Martis holds a Series 63 license, certifying them as a securities agent, and is approved to serve investors in California. Imperial Capital Asset Management LLC is a financial advisory company that has its headquarters in Palm Beach Gardens, FL. The company has offices in two locations and a total of 13 financial advisors. It has $394 million in assets among its three customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Imperial Capital Asset Management LLC has a few services, such as portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types billed by Imperial Capital Asset Management LLC most likely include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Imperial Capital Asset Management LLC Brokerage Details
$393,743,621
13
3
$131,247,874
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Mark Martis Work History
Mark has been registered as a financial advisor for 22 years.*
Imperial Capital Asset Management
Imperial Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Martis 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 Imperial Capital Asset Management LLC
Houston, TX
Palm Beach Gardens, FL
Palm Beach Gardens, FL
New York, NY
Palm Beach Gardens, FL
Palm Beach Gardens, FL
New York, NY
Palm Beach Gardens, FL
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