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firm profile

Martin & Associates Investment Advisory Services LLC

RIA Mandeville, LA CRD 110644 Last verified October 2026

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
  • Individuals or Small Business
  • Pension Consulting
Client types
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

Advisory reps 2 of 2

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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