MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC

MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC of MANDEVILLE, LA is an SEC-registered investment adviser (CRD 110644). Regulatory assets under management: $68.8M.

Registration

• CRD: 110644
• SEC file number: 801-57034
• Type: Registered investment adviser
• Location: 102 FONTAINBLEAU DRIVE, MANDEVILLE, LA, 70471
• Phone: 985-792-7879
• Latest filing: 2026-03-16
• Regulatory AUM: $68.8M
• Discretionary AUM: $64.1M
• Non-discretionary AUM: $4.6M
• Clients: 2
• Accounts: 224

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110644 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search