Randall P Martin

RIASEC Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$1.6M
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
108546
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Randall P Martin operates as a sole proprietorship that combines portfolio management for individuals/small businesses with management of pooled investment vehicles. The firm is classified as a hedge fund and qualified custodian, and it also functions as an other financial product salesperson. Its client base is focused on individuals and families; fees are charged as a percentage of assets under management. The adviser is not identified as an active ESG investor and reports limited regulatory breadth (not a multi-state or newly formed adviser). The firm also serves as a sponsor of limited partnerships outside of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, US Government Bonds 10%90%
  • Exchange Traded Equities90%
  • US Government Bonds10%

Contacts

1 of 1
  • Randall Martin

    Sole ProprietorCRD 2197263

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth