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Craig Lee Martin

FAMILY WEALTH CONSULTANTS, INC.·SAN JOSE, California
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1541 THE ALAMEDA, SAN JOSE, CA 95126CRD# 1021669Firm CRD# 128494
01

About

Craig Lee Martin is a registered financial advisor based in SAN JOSE, California, affiliated with FAMILY WEALTH CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FAMILY WEALTH CONSULTANTS, INC.
FAMILY WEALTH CONSULTANTS, INC.
AUM
$44M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FAMILY WEALTH CONSULTANTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1021669
Firm CRD# 128494
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Lee Martin offer?
Craig Lee Martin specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN JOSE, California for a consultation.
What are Craig Lee Martin's credentials?
Craig Lee Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Lee Martin located?
Craig Lee Martin is based in SAN JOSE, California, working with FAMILY WEALTH CONSULTANTS, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Craig Lee Martin charge for services?
Craig Lee Martin's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY WEALTH CONSULTANTS, INC.?
FAMILY WEALTH CONSULTANTS, INC. has approximately 3 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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