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 corporation that has been SEC-registered since 1986 and is owned by an individual principal. In the available dataset the firm is listed as "Unclassified" and is not flagged as a capital allocator. It is also not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not supply descriptive material about its business activities, advisory services, target client segments, or fee schedules in the provided records. There is no information in the dataset about investment preferences, portfolio construction approach, or manager allocation interests.

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