Patrick
Martin

Martin Investment Management, LLC

CRD#4345246
Investment Advisor
in North Palm Beach, FL

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About this Advisor

Patrick Martin is a chartered financial analyst based out of North Palm Beach, Florida with a total of 12 years of industry experience. Martin currently works for Martin Investment Management, LLC. They have spent all of their career at Martin Investment Management, Llc. Martin is approved to work in Florida and Texas. Martin Investment Management, LLC is an advisory firm that has its headquarters in North Palm Beach, FL. The investment advisory business has a total of 12 advisors. It oversees $880 million in total assets among its 292 customer accounts, placing it among the bigger firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 292 accounts, 37% are associated with high-net-worth clients who have more than $1 million in investable assets. Martin Investment Management, LLC offers a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually are based on which services the firm provides the client. Fees billed by Martin Investment Management, LLC most likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

North Palm Beach, FL

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Martin Investment Management, LLC Brokerage Details

Total Assets Under Management

$879,710,333

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

292

FL Average: 2,474
Average Account Size

$3,012,707

FL Average: $750,025

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

Patrick has been registered as a financial advisor for 12 years.*

2002 - Present (22 years)

Martin Investment Managment, 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 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

Mary Ellen Zellerbach
Evanston, IL
Patrick Martin
North Palm Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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