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MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES LLC
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES, LLC
CRD 110644 · SEC 801-57034
102 FONTAINBLEAU DRIVE, BLDG. E-1, MANDEVILLE, LA, 70471, United States
Phone
985-792-7879
Fax
985-792-7884
Registration
— (—)
Source
State registered
Total AUM
$68.8M
Discretionary AUM
$64.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $39.8M |
| Pension/profit sharing plans | 6 | $21.8M |
Official SEC filing: View on IAPD