MARTIN FINANCIAL GROUP, LLC
MARTIN FINANCIAL GROUP, LLC of NEW ALBANY, IN is an SEC-registered investment adviser (CRD 149228). Regulatory assets under management: $236.4M.
Registration
- CRD: 149228
- SEC file number: 801-79489
- Type: Registered investment adviser
- Location: 3707 CHARLESTOWN ROAD, SUITE C2, NEW ALBANY, IN, 47150
- Phone: (812) 542-1018
- Latest filing: 2018-11-08
- Regulatory AUM: $236.4M
- Discretionary AUM: $229.4M
- Non-discretionary AUM: $7.0M
- Clients: 9
- Accounts: 1,123
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| MARTIN WESLEY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | RIO VISTA, CA |
| SCHOTT WANDA SUSAN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| EATHERLY RYAN NEAL | MANAGING MEMBER | — |
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