Martinwolf
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 47936
- Registered since
- February 11, 2000
- Website
- www.martinwolf.com
Firm profile
FINTRXOverview
Martinwolf is organized as a limited liability company and has been registered with the SEC since 2000. FINTRX classifies the firm as an investment bank and identifies its ownership as a combination of a domestic entity and an individual. The dataset flags that Martinwolf is not a capital allocator, does not position itself as an active ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptive entries for client base, fee structure, business activities, or advisory activities in the FINTRX record, and there is no additional information about activities or affiliations included in the source data.
Assets & Accounts
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
Contacts
3 of 9Anthony Lembo
Managing DirectorCRD 4254269

Cynthia Thomas
SVPCRD 3017904

Michael Rosholt
Investment Banking AssociateCRD 6980469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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