Martinson & Company, Ltd.

Broker-DealerFINRA MemberEst. 1986
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 a privately held corporate advisory firm that has been SEC-registered since 1986. The entity is individually owned and is categorized as “unclassified” in the dataset; it is not identified as a capital allocator. Reported characteristics include that the firm does not self-identify as an active ESG investor, is not a multistate adviser, is not a pension consultant, and is not listed as a related adviser or a newly formed adviser. Public disclosures in the source do not list the firm’s client segments, fee model, or specific advisory activities, so there is limited visibility into its client-facing business lines or target markets.

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

1 of 1
  • Kenneth DeCubellis

    Kenneth DeCubellis

    CEOCRD 8006014

Contacts

2 of 2
  • Robert Fullerton

    Robert Fullerton

    ChairmanCRD 1159288

  • Thomas Martinson

    PresidentCRD 812834

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