Gary M. Martinez
Firm details
- Headquarters
- Mulvane, Kansas
- CRD number
- 115972
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals83.68%
- HNWI16.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gary M. Martinez operates as a sole-proprietorship independent RIA based in Kansas. The firm serves primarily individual and family clients and combines advisory services—financial planning and portfolio management for individuals and small businesses—with insurance brokerage activities. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The adviser does not market itself as an active ESG investor and does not describe itself as a capital allocator or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Investment Grade Corp Bonds19%
- US Government Bonds11%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
Contacts
1 of 1Gary Martinez
OwnerCRD 1994648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mulvane, KS
Sumner
Location
Mulvane, KS
Headquartered in Mulvane, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.
- Metro area
- Wichita-Winfield, KS
- Region
- Midwest
- County
- Sumner
- Address
- 1100 Se Louis Dr
- Time zone
- CT (UTC-6)
- Office locations
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