Martinson & Company, Ltd.

Broker-DealerFINRA MemberEst. 1986
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Wayzata, Minnesota
CRD number
17409
Registered since
September 5, 1986

Firm profile

FINTRX

Overview

Martinson & Company, Ltd. is a corporation that has been SEC-registered since 1986 and appears to be privately owned by an individual. The firm's regulatory filing classifies it as "Unclassified." Available records indicate it is not a capital allocator, is not designated as a multi-state adviser, does not identify as an active ESG investor, and does not operate as a pension consultant or related adviser. Publicly supplied data for this profile does not include descriptions of the firm's client mix, fee arrangements, advisory services, investment approach, or business activities. There is also no information in the dataset about affiliations or specific areas of manager allocation interest, so the firm's target clients and portfolio construction practices cannot be determined from these records.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kenneth DeCubellis

    Kenneth DeCubellis

    CEOCRD 8006014

Contacts

2 of 2
  • Robert Fullerton

    Robert Fullerton

    ChairmanCRD 1159288

  • Thomas Martinson

    PresidentCRD 812834

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wayzata, MN

Hennepin

Location

Wayzata, MN

Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
140 Barry Ave N
Time zone
CT (UTC-6)
Office locations

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