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Dominic Carl Martellaro

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dominic Carl Martellaro · BOZEMAN, MT
Registration
CRD #1271857 · DESTRA CAPITAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1271857
Firm CRD# 148574
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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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