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 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
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
Similar firms
M. S. HOWELLS & CO.
Broker-DealerScottsdale, AZ
VISION 4 FUND DISTRIBUTORS
Broker-DealerScottsdale, AZ
OSAIC WEALTH, INC.
Broker-DealerScottsdale, AZ
BENEFIT FINANCE SECURITIES, LLC
Broker-DealerScottsdale, AZ
BFP SECURITIES, LLC
Broker-DealerScottsdale, AZ
OSAIC SERVICES, INC.
Broker-DealerScottsdale, AZ