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 registered with the SEC since 2000. Public filings classify the firm as an investment bank rather than a traditional registered investment adviser that manages client portfolios. Ownership is reported as a domestic entity and individual combination. The firm’s public profile provides limited detail about services, fee arrangements, or client segments. Filings indicate Martinwolf is not positioned as a capital allocator, is not active on ESG investing, and it is not identified as a multi-state or newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

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

Contacts

3 of 9
  • ANTHONY LEMBO

    Managing DirectorCRD 4254269

  • CYNTHIA THOMAS

    SVPCRD 3017904

  • Michael Rosholt

    Investment Banking AssociateCRD 6980469

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