Martinwolf

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
47936
Registered since
February 11, 2000

Firm profile

FINTRX

Overview

Martinwolf is organized as a limited liability company and is registered with the SEC since 2000. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser, and its ownership is recorded as a combination of a domestic entity and an individual. The record indicates the firm is not characterized as a capital allocator and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Available fields for advisory activities, business lines, and fee structure are blank in the source data, suggesting limited public disclosure through the FINTRX profile.

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

Contacts

3 of 9
  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

  • Cynthia Thomas

    Cynthia Thomas

    Senior Vice PresidentCRD 3017904

  • Martin Wolf

    Martin Wolf

    Founder and ChairmanCRD 3270463

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7000 E Shea Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth