Martinson & Company, Ltd.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Wayzata, Minnesota
CRD number
17409
Registered since
September 5, 1986

Firm profile

FINTRX

Overview

Martinson & Company, Ltd. is organized as a corporation with individual ownership. Publicly available data about the firm is limited: it is labeled "unclassified" and does not present itself as a capital allocator, an ESG-focused investor, a multi-state adviser, a pension consultant, or a related adviser. The firm also is not identified as newly formed. No details about client segments, fee schedules, or the specific advisory activities undertaken were provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayzata, MN

Hennepin

Location

Wayzata, MN

Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
140 Barry Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth