Unclaimed Profile

Martha Elizabeth Ortiz

AJO, LP·PHILADELPHIA, Pennsylvania

Clean recordAJO, LP

230 SOUTH BROAD STREET, PHILADELPHIA, PA 19102-4102CRD# 4338766Firm CRD# 105545

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Martha Elizabeth Ortiz · PHILADELPHIA, PA

Registration

CRD #4338766 · AJO, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Martha Elizabeth Ortiz is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with AJO, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

AJO, LP

AJO

AUM

$580M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AJO, LP →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4338766

Firm CRD# 105545

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Martha Elizabeth Ortiz offer?

Martha Elizabeth Ortiz specializes in Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Martha Elizabeth Ortiz's credentials?

Martha Elizabeth Ortiz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martha Elizabeth Ortiz located?

Martha Elizabeth Ortiz is based in PHILADELPHIA, Pennsylvania, working with AJO, LP. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Martha Elizabeth Ortiz charge for services?

Martha Elizabeth Ortiz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AJO, LP?

AJO, LP has approximately 17 employees and manages $580M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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