AdvisorOS Directory
Claim Profile
JM

Joseph A Martin

SUMMITRY, LLC·FOSTER CITY, California
Unclaimed Profile
919 HILLSDALE BLVD., FOSTER CITY, CA 94404CRD# 3058406Firm CRD# 128586
01

About

Joseph A Martin is a registered financial advisor based in FOSTER CITY, California, affiliated with SUMMITRY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
SUMMITRY, LLC
SUMMITRY, LLC
AUM
$2.5B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at SUMMITRY, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3058406
Firm CRD# 128586
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FOSTER CITY?

Browse all registered financial advisors in FOSTER CITY, California or claim this profile if it's yours.

Browse FOSTER CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph A Martin offer?
Joseph A Martin specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FOSTER CITY, California for a consultation.
What are Joseph A Martin's credentials?
Joseph A Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph A Martin located?
Joseph A Martin is based in FOSTER CITY, California, working with SUMMITRY, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does Joseph A Martin charge for services?
Joseph A Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMITRY, LLC?
SUMMITRY, LLC has approximately 40 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FOSTER CITY
Dennis J. O'connell — BAILARD, INC.Lior Kosovski — IEQ CAPITAL, LLCDonal Denis Delaney — IIF MANAGEMENT COMPANY, LLCRonald Walter Kaiser — BAILARD, INC.Ariel Tseitlin — SCALE MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile