Unclaimed Profile

Lee Hamilton Martin

PEIRCE PARK GROUP INC.·WEST CHESTER, Pennsylvania

Series 7, Series 66Clean record23 years registeredPEIRCE PARK GROUP INC.

300 S. HIGH STREET, WEST CHESTER, PA 19382CRD# 4410962Firm CRD# 118655

Profile Verification

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

Identity

Lee Hamilton Martin · WEST CHESTER, PA

Registration

CRD #4410962 · PEIRCE PARK GROUP INC. · 23 years registered

Brand Profile

Not yet started

Career History

MARQUETTE ASSOCIATES, INC.

Apr 2003 – present

WHARTON EQUITY CORPORATION

Jan 2005 – Jul 2007

WEST CHESTER, PA

PEIRCE PARK GROUP INC.

Apr 2003 – Dec 2002

WEST CHESTER, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 25, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PEIRCE PARK GROUP INC.

CRD 118655 · SEC 801-71334

AUM

$411M

Regulatory assets under management

Employees

12 client accounts

Services offered by PEIRCE PARK GROUP INC.

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at PEIRCE PARK GROUP INC. →

Introduction

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Frequently Asked Questions

What services does Lee Hamilton Martin offer?

Lee Hamilton Martin specializes in Investment Management. Contact their office in WEST CHESTER, Pennsylvania for a consultation.

What are Lee Hamilton Martin's credentials?

Lee Hamilton Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Hamilton Martin located?

Lee Hamilton Martin is based in WEST CHESTER, Pennsylvania, working with PEIRCE PARK GROUP INC.. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.

How does Lee Hamilton Martin charge for services?

Lee Hamilton Martin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer based fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEIRCE PARK GROUP INC.?

PEIRCE PARK GROUP INC. has approximately 6 employees and manages $411M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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