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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

TypeClientsAUM
Individuals224$39.8M
Pension/profit sharing plans6$21.8M

Official SEC filing: View on IAPD