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MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC

Advisory

NEW ORLEANS, LA

Data as of May 12, 2003 · Source: SEC Form ADV

Total AUM
$19M
1-Year AUM Growth
0.0%
3-Year CAGR
0.0%
Employees
0
Assets Under Management
Total AUM$19M
Discretionary AUM$13M
Non-Discretionary AUM$6M
Discretionary %69.2%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingMay 23, 2001
Latest FilingMay 12, 2003
🔒 Full AUM trend chart and 4 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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