James R. Martin Consulting, Inc, based out of Vancouver, WA, is a highly regarded small investment advisory firm with a stellar reputation in the financial industry. With over 180 individual clients and more than $400,399,000 in assets under management, the firm prides itself on providing personalized, comprehensive financial solutions.
Catering to a diverse clientele, James R. Martin Consulting, Inc focuses on managing the assets of high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their total assets, the firm possesses the expertise and capability to handle employer funds, thereby offeri...
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Assets Under Mgmt
$400.4M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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