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Dominic Carl Martellaro

DESTRA CAPITAL ADVISORS LLC·BOZEMAN, Montana
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443 N. WILLSON AVENUE, BOZEMAN, MT 59715CRD# 1271857Firm CRD# 148574
01

About

Dominic Carl Martellaro is a registered financial advisor based in BOZEMAN, Montana, affiliated with DESTRA CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
DESTRA CAPITAL ADVISORS LLC
DESTRA CAPITAL ADVISORS LLC
AUM
$300M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at DESTRA CAPITAL ADVISORS LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1271857
Firm CRD# 148574
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dominic Carl Martellaro offer?
Dominic Carl Martellaro specializes in Investment Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.
What are Dominic Carl Martellaro's credentials?
Dominic Carl Martellaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dominic Carl Martellaro located?
Dominic Carl Martellaro is based in BOZEMAN, Montana, working with DESTRA CAPITAL ADVISORS LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.
How does Dominic Carl Martellaro charge for services?
Dominic Carl Martellaro'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 DESTRA CAPITAL ADVISORS LLC?
DESTRA CAPITAL ADVISORS LLC has approximately 15 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)MISSOULA (17)WHITEFISH (14)HELENA (5)
City Guides
BILLINGS GuideGREAT FALLS GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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