Unclaimed Profile

Eileen Vanderlee

MARTIN CAPITAL ADVISORS, LLP·AUSTIN, Texas

Series 2, Series 63Clean record23 years registeredMARTIN CAPITAL ADVISORS, LLP

100 CONGRESS AVENUE, AUSTIN, TX 78701CRD# 2487148Firm CRD# 108529

Profile Verification

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

Identity

Eileen Vanderlee · AUSTIN, TX

Registration

CRD #2487148 · MARTIN CAPITAL ADVISORS, LLP · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARTIN CAPITAL ADVISORS, LLP

MARTIN CAPITAL ADVISORS, LLP

Jan 2003 – Nov 2017

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Registration record

First registered · January 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARTIN CAPITAL ADVISORS, LLP

CRD 108529 · SEC 801-121876

AUM

$125M

Regulatory assets under management

Employees

80 client accounts

Services offered by MARTIN CAPITAL ADVISORS, LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARTIN CAPITAL ADVISORS, LLP →

Introduction

Speak with Eileen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eileen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eileen Vanderlee offer?

Eileen Vanderlee specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Eileen Vanderlee's credentials?

Eileen Vanderlee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eileen Vanderlee located?

Eileen Vanderlee is based in AUSTIN, Texas, last registered with MARTIN CAPITAL ADVISORS, LLP.

How does Eileen Vanderlee charge for services?

Eileen Vanderlee'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 CAPITAL ADVISORS, LLP?

MARTIN CAPITAL ADVISORS, LLP has approximately 8 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →