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Philip Albert Martin

PORTFOLIO.ME, LLC·KEY BISCAYNE, Florida
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200 CRANDON BLVD SUITE 201, KEY BISCAYNE, FL 33149CRD# 6627664Firm CRD# 283036
01

About

Philip Albert Martin is a registered financial advisor based in KEY BISCAYNE, Florida, affiliated with PORTFOLIO.ME, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PORTFOLIO.ME, LLC
CENSIBLE
AUM
$774K
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PORTFOLIO.ME, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6627664
Firm CRD# 283036
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Albert Martin offer?
Philip Albert Martin specializes in Investment Management, Fee-Only Advisory. Contact their office in KEY BISCAYNE, Florida for a consultation.
What are Philip Albert Martin's credentials?
Philip Albert Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Albert Martin located?
Philip Albert Martin is based in KEY BISCAYNE, Florida, working with PORTFOLIO.ME, LLC. Their office serves clients in the KEY BISCAYNE metropolitan area and surrounding communities.
How does Philip Albert Martin charge for services?
Philip Albert 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 PORTFOLIO.ME, LLC?
PORTFOLIO.ME, LLC has approximately 5 employees and manages $774K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KEY BISCAYNE
Cristian J Segui-Clausen — RUBICON ASSET MANAGEMENT, LLCAlberto Gianluigi Pontonio — PORTFOLIO.ME, LLCJaime Madariaga — TODO CAPITAL, LLCMariano Nmn Ocantos — KIG INVESTMENT MANAGEMENT, LLCStephen Robert — BARU ASSET MANAGEMENT LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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