linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Martin Tico Orton

Kingsbridge Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Martin? Claim Your Profile

About Martin Tico Orton

Martin Orton is a financial professional with over 20 years of experience in the financial services industry. Martin is currently registered with Kingsbridge Wealth Management, Inc. Martin provides financial advice and portfolio management services to individuals, high-net-worth individuals, and pooled investment vehicles. Martin is also registered with the state of Nevada and California.

Firm Information

Martin Orton is currently registered with Kingsbridge Wealth Management, Inc.. Kingsbridge Wealth Management, Inc. is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Kingsbridge Wealth Management, Inc. manages over $453 million in assets for 217 clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm is registered with the SEC and has 4 investment advisor representatives.
Kingsbridge Wealth Management, Inc.

1140 N. TOWN CENTER DRIVE

LAS VEGAS, NV 89144

$453.10M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Project administration fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Martin Orton’s Registration & Firm History

NV

10/01/2012 - Present

Kingsbridge Wealth Management, Inc. (LAS VEGAS NV)

CA

09/14/2004 - 04/28/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)

NY

09/18/2000 - 08/25/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

05/07/1998 - 09/12/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Martin Tico Orton is right for you?

Licenses & Designations

IA

Issued 05/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 05/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin Tico Orton.
Not sure if Martin Tico Orton is right for you?