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MARTEL WEALTH ADVISORS INC
Tel: 360-694-9940
2001 Se Columbia River Drive Ste 200
Vancouver, Washington 98661
MARTEL WEALTH ADVISORS INC
MARTEL WEALTH ADVISORS INC is a Vancouver, Washington based financial advisory firm with nearly $1,245,269,037 in assets under management and provides investment advisory services for 2751 clients. There are currently 14 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM
Firm CRD#:
296896
SEC#:
801-113777
No. of Clients:
2751
Assets under Management
$1,245,269,037
No. of Advisors:
14
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