Martino Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 329648
- Website
- wave8capital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.14%
- HNWI42.86%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Martino Capital, LLC is an independent, Colorado-registered limited liability company that operates as a fee-based registered investment adviser. The firm is SEC-registered (registration year not provided) and is owned by an individual principal. Its client base includes both individual and family households as well as institutional relationships. Core services emphasized on filings are financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm charges fees as a percentage of assets under management. Martino Capital does not identify as an active ESG investor.
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 Equities65%
- Public Funds/Mutual Funds10%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
2 of 2
Patrick Jolliffe
Chief Compliance OfficerCRD 2531902
Thomas Martino
Co-Founder and Chief Executive OfficerCRD 7649709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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