James R. Martin Consulting, Inc. (Vancouver)

Name: James R. Martin Consulting, Inc.
Address: 1111 Main St. Suite 612, Vancouver, WA, 98660
Telephone: 360-567-1822

James R. Martin Consulting, Inc. is a large advisory firm based in Vancouver. It manages $386.21 million of regulatory assets for 594 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Oregon, and Washington.

James R. Martin Consulting provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

James R. Martin Consulting: assets under management

The assets under management (AUM) of James R. Martin Consulting, Inc. is $386.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 144% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $386.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $650.18 thousand each.

Investments

The firm invests in other assets the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay James R. Martin Consulting, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Robert Martin serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of James Robert Martin is high net worth individuals with 59 clients and $203.5 million of assets under management. Among the 10 most similar advisory firms, James R. Martin Consulting has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $351.37 million for 238 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

James R. Martin Consulting doesn't advise any private funds.

Careers at James R. Martin Consulting, Inc.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James Robert Martin has been acting as President since 1 Oct 1992. Jill Annetta Foreman joined the executive team most recently as the Chief Compliance Officer, Vice President, Secretary, Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Robert Martin	President	1 Oct 1992	75% - 100%	2444413
James R Martin	President	1 Oct 1992	75% - 100%	2444413
Jill Annetta Foreman	Chief compliance officer, vice president, secretary, treasurer	1 Aug 2005	25% - 50%	5023858
Jill Annetta Martin	Chief compliance officer	1 Aug 2005	Other	5023858

Based in Vancouver

The principal office where James R. Martin Consulting, Inc. performs its advisory services is located at 1111 Main St. Suite 612, Vancouver, WA 98660 The mailing address of the firm is P O Box 1369, Vancouver, WA 98666. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 360-567-1822 or by fax 360-567-1824. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at jrm-consulting.homestead.com.