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James Robert Martin (Battle Ground)


James Robert Martin is a large advisory firm based in Battle Ground. It manages $158.59 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Oregon and Washington.

James Robert Martin provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

James Robert Martin: assets under management

The assets under management (AUM) of James Robert Martin is $158.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $158.59 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James Robert Martin for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Battle Ground

The principal office where James Robert Martin performs its advisory services is located at 25715 Ne 74 Th Court, Battle Ground, WA 98604 The mailing address of the firm is P O Box 1369, Vancouver, WA 98666. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-666-2200 or by fax 360-666-0050. The normal business hours are 9:00 am - 6:00 pm on Other.


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