MARTIN FINANCIAL SOLUTIONS, LLC

MARTIN FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 155806). Regulatory assets under management: $2.2M.

Registration

• CRD: 155806
• Type: Registered investment adviser
• Phone: 602-538-9704
• Latest filing: 2026-03-31
• Regulatory AUM: $2.2M
• Discretionary AUM: $2.2M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155806 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search