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Patrick Albert Martin

Martin Investment Management, LLC

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About Patrick Albert Martin

Patrick Albert Martin is an investment advisor representative at Martin Investment Management, LLC, based in North Palm Beach, FL. Martin is a Chartered Financial Analyst and has been in the industry since February 2002. Martin Investment Management, LLC specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. The firm offers a range of advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. Martin is registered to provide investment advice in Florida and Texas.

Firm Information

Patrick Martin is currently registered with Martin Investment Management, LLC. Martin Investment Management, LLC is a registered investment advisor headquartered in PALM BEACH GARDENS, FL. The firm manages approximately $850 million in assets for clients, including high-net-worth individuals, charitable organizations, other investment advisors, and pooled investment vehicles. The firm provides a range of services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. They also participate in wrap fee programs. The firm is registered with the SEC under the SEC number 801-32896.
Martin Investment Management, LLC

2000 PGA BLVD

PALM BEACH GARDENS, FL 33408-2738

$850.25M

Assets Under Management

7

Total Clients

2

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

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

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Patrick Martin’s Registration & Firm History

FL

04/26/2011 - Present

Martin Investment Management, LLC (NORTH PALM BEACH FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Albert Martin.
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