Patrick
Martin
Martin Investment Management, LLC
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About this Advisor
Patrick Martin is a financial advisor based in North Palm Beach, Florida, working with Martin Investment Management, LLC. Patrick has previously held a position at Martin Investment Management, LLC and is registered to provide services in Florida and Texas. Currently, Patrick is part of Martin Investment Management, LLC, which operates out of North Palm Beach, Florida. The firm has 1 office and 11 employees. The firm manages assets totaling $850.3 million and 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Martin Investment Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Martin Investment Management, LLC Brokerage Details
$850,250,251
11
269
$3,160,782
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Patrick Martin Work History
Martin Investment Managment, LLC
Disclosures
Please visit the SEC profile of Patrick 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 Martin Investment Management, LLC
Evanston, IL
North Palm Beach, 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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