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Freddy Jose Martinez

FOREM INVESTMENTS LLC·CORAL GABLES, Florida
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4000 PONCE DE LEON BLVD SUITE 300, CORAL GABLES, FL 33146CRD# 1726400Firm CRD# 169636
01

About

Freddy Jose Martinez is a registered financial advisor based in CORAL GABLES, Florida, affiliated with FOREM INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FOREM INVESTMENTS LLC
FOREM INVESTMENTS LLC
AUM
$40M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FOREM INVESTMENTS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1726400
Firm CRD# 169636
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Freddy Jose Martinez offer?
Freddy Jose Martinez specializes in Investment Management, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Freddy Jose Martinez's credentials?
Freddy Jose Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Freddy Jose Martinez located?
Freddy Jose Martinez is based in CORAL GABLES, Florida, working with FOREM INVESTMENTS LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Freddy Jose Martinez charge for services?
Freddy Jose Martinez'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 FOREM INVESTMENTS LLC?
FOREM INVESTMENTS LLC has approximately 3 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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