James R. Martin Consulting, Inc
James R. Martin Consulting, Inc is an SEC-registered wealth manager in Vancouver, WA with $442.7M assets under management (AUM, regulatory AUM), +0% over one year. See who owns James R. Martin Consulting, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109542, SEC 801-58066, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $442.7M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Vancouver, WA
- Employees
- 3
- Clients
- 226
- CRD
- 109542
- Ownership
- MARTIN, JAMES, ROBERT; MARTIN, JAMES, R; MARTIN, JILL, ANNETTA; KOERNER, DANIEL, LAURENCE; FOREMAN, JILL, ANNETTA
How much AUM does James R. Martin Consulting, Inc have?
James R. Martin Consulting, Inc reported $442.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns James R. Martin Consulting, Inc?
Disclosed owners and executives of James R. Martin Consulting, Inc include MARTIN, JAMES, ROBERT, MARTIN, JAMES, R, MARTIN, JILL, ANNETTA, KOERNER, DANIEL, LAURENCE, FOREMAN, JILL, ANNETTA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.