Unclaimed Profile

Michael Wright Holt

MARTIN & COMPANY, INC·KNOXVILLE, Tennessee

Clean record22 years registeredMARTIN & COMPANY, INC

TWO CENTRE SQUARE, SUITE 200, KNOXVILLE, TN 37902-1669CRD# 1612259Firm CRD# 108718

Profile Verification

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

Identity

Michael Wright Holt · KNOXVILLE, TN

Registration

CRD #1612259 · MARTIN & COMPANY, INC · 22 years registered

Brand Profile

Not yet started

Career History

MARTIN & COMPANY INVESTMENT COUNSEL

Apr 2004 – present

Registrations & Exams

Registration record

First registered · April 1, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARTIN & COMPANY, INC

CRD 108718 · SEC 801-55241

AUM

$1.5B

Regulatory assets under management

Employees

122 client accounts

Services offered by MARTIN & COMPANY, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARTIN & COMPANY, INC →

Introduction

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Frequently Asked Questions

What services does Michael Wright Holt offer?

Michael Wright Holt specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are Michael Wright Holt's credentials?

Michael Wright Holt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Wright Holt located?

Michael Wright Holt is based in KNOXVILLE, Tennessee, working with MARTIN & COMPANY, INC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

How does Michael Wright Holt charge for services?

Michael Wright Holt'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 MARTIN & COMPANY, INC?

MARTIN & COMPANY, INC has approximately 7 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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