MARTIN CAPITAL PLANNING
Firm details
- Headquarters
- EAST LONGMEADOW, Massachusetts
- CRD number
- 337257
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Martin Capital Planning operates as a limited liability company focused on providing a range of financial advisory services. The firm specializes in financial planning and portfolio management for both individuals and small businesses, as well as for larger institutions. Their advisory activities encompass pension consulting services, indicating a commitment to addressing the needs of various client segments. The firm does not actively engage in ESG investing and is not classified as a capital allocator.
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
Owners & executives
1 of 1RYAN MARTIN
Chief Compliance OfficerCRD 6195819
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST LONGMEADOW, MA
HAMPDEN
Location
EAST LONGMEADOW, MA
Headquartered in EAST LONGMEADOW, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- HAMPDEN
- Address
- 7 Purves St
- Time zone
- ET (UTC-5)
- Office locations
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