Martinwolf

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
47936
Registered since
February 11, 2000

Firm profile

FINTRX

Overview

Martinwolf is organized as a limited liability company and is classified in the source data as an investment bank. The firm is SEC-registered dating back to 2000 and is listed as owned by a domestic entity and an individual. The snapshot flags indicate Martinwolf is not set up as a capital allocator, is not active on ESG investing, and is not a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The available attributes point to a firm positioned more toward investment banking activity than traditional wealth- or asset-management. The dataset does not include detail on fee schedules, client segments, or specific advisory offerings, so the published metadata focuses on organizational form and regulatory status rather than client-facing investment programs.

Assets & Accounts

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

Contacts

3 of 9
  • Helene Postrel

    Helene Postrel

    FinOpCRD 2240945

  • Cynthia Thomas

    Cynthia Thomas

    Senior Vice PresidentCRD 3017904

  • Martin Wolf

    Martin Wolf

    Founder and ChairmanCRD 3270463

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
7000 E Shea Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth