Ek Riley Investments, LLC
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About this Advisor
Thomas Martin is a certified financial planner based in Seattle, Washington. Currently an advisor at Ek Riley Investments, LLC, they have accrued 16 years of practice as an investment advisor. Martin maintains Series 63 and Series 66 licenses, certifying them as a securities representative. Martin is registered to serve customers in Colorado, Utah and New Mexico. Over the course of their career, they have held roles at Edward Jones and E.K. Riley Investments, LLC. Ek Riley Investments, LLC is based out of Seattle, Washington, and has 16 brick-and-mortar locations throughout the United States. Overall, Ek Riley Investments, LLC manages $553 million in assets dispersed across 1,555 accounts and retains more than 60 people. The level of assets currently under the firm's management makes it one of the larger firms in the United States. The firm manages 1,312 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Ek Riley Investments, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ek Riley Investments, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Thomas Martin Work History
Thomas has 16 years of experience.
E.K. Riley Investments, LLC
Thomas Martin has disclosures.
Please visit their SEC profile for more details.