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JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
JAMES R. MARTIN CONSULTING, INC
VANCOUVER, Washington
·
3 registered advisors
·
CRD# 109542
SEC# 801-58066
0
360-567-1822
01
Firm Overview
AUM
$418M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Other: SOME ARE FREE
03
Specialties
Financial Planning
Investment Management
04
Advisors at JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
3 registered advisors
Daniel Laurence Koerner
VANCOUVER, Washington
CRD# 2879433
James Robert Martin
VANCOUVER, Washington
CRD# 2444413
Jill Annetta Foreman
VANCOUVER, Washington
CRD# 5023858
05
Office Locations
VANCOUVER, Washington
3 advisors
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Data sourced from SEC Form ADV filings. JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT (CRD# 109542) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.