Martin & Associates Investment Advisory Services LLC (New Orleans)

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

Martin & Associates Investment Advisory Services: assets under management

The assets under management (AUM) of Martin & Associates Investment Advisory Services LLC is $19.36 million. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.4 million in discretionary accounts and $5.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $102.71 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Martin & Associates Investment Advisory Services LLC for their services and products based on a percentage of assets under management. 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 New Orleans

The principal office where Martin & Associates Investment Advisory Services LLC performs its advisory services is located at 601 Poydras St Ste 2600, New Orleans, LA 70130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504-566-3816 or by fax 504-566-3859. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday.

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