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William Francis Martin

HUNT INVESTMENT MANAGEMENT, LLC·CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
161 WASHINGTON STREET, CONSHOHOCKEN, PA 19428CRD# 5211251Firm CRD# 151744
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About

William Francis Martin is a registered financial advisor based in CONSHOHOCKEN, Pennsylvania, affiliated with HUNT INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HUNT INVESTMENT MANAGEMENT, LLC
HUNT INVESTMENT MANAGEMENT, LLC
AUM
$140M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at HUNT INVESTMENT MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION, ORIGINATION AND/OR DISPOSITION FEES
Regulatory
SEC/IARD CRD# 5211251
Firm CRD# 151744
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Francis Martin offer?
William Francis Martin specializes in Retirement Planning, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.
What are William Francis Martin's credentials?
William Francis Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Francis Martin located?
William Francis Martin is based in CONSHOHOCKEN, Pennsylvania, working with HUNT INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.
How does William Francis Martin charge for services?
William Francis Martin's firm is compensated through percentage of aum, performance-based fees, other: acquisition, origination and/or disposition fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUNT INVESTMENT MANAGEMENT, LLC?
HUNT INVESTMENT MANAGEMENT, LLC has approximately 22 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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