firm profile
Martin & Associates Investment Advisory Services LLC
Overview
Martin & Associates Investment Advisory Services LLC is a state registered investment adviser based in Mandeville, LA, registered since 2003. It reports $68.8M in assets under management across 224 accounts, with 2 employees. It has 2 investment adviser representatives.
- Reported AUM
- $68.8M
- Discretionary
- 93%
- Accounts
- 224
- Average account
- $307K
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2003
- Jurisdictions
- 2
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets. Sponsors a wrap fee program.
Executive officers 1 of 1
- Richard Paul Martin President, Member CRD 1021864
Advisory reps 2 of 2
- Leo Alvin Labourdette Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1663857
- Richard Paul Martin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1021864
Location
- Headquarters
- 102 Fontainbleau Dr Bldg E-1
Mandeville, LA 70471 - County
- Saint Tammany
- Metro area
- New Orleans-Metairie, LA
- Region
- South
Registrations
- State registered
- Registered in 2 jurisdictions
Every state, with registration dates
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- Kropog Financial Group, LLCMandeville, LA$16M AUM
- GT Financial, Ltd., L.L.C.Mandeville, LA$49.7M AUM
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