Martin & Associates Investment Advisory Services LLC
Firm details
- Headquarters
- Mandeville, Louisiana
- CRD number
- 110644
- Custodians
- PERSHING LLC, ASCENSUS TRUST
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.86%
- Pension & Profit Sharing Plans31.76%
- HNWI10.38%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Martin & Associates Investment Advisory Services LLC is an independent, owner-operated RIA organized as an LLC. The firm manages portfolios for individuals, families and some institutional clients, charging fees as a percentage of assets under management. Its advisory scope centers on portfolio management for individuals and small businesses and includes pension consulting services. In addition to the advisory role, the firm is active as a registered representative of a broker-dealer and as an insurance broker, which aligns with its use of annuity products. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds10%
- State & Local Bonds2%
Contacts
2 of 2
Leo Labourdette
Portfolio ManagerCRD 1663857
Richard Martin
OwnerCRD 1021864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mandeville, LA
Saint Tammany
Location
Mandeville, LA
Headquartered in Mandeville, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 102 Fontainbleau Dr
- Time zone
- CT (UTC-6)
- Office locations
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