Martinelli Portfolio Management, Inc.
Martinelli Portfolio Management, Inc. (CRD# 129266) is a financial advisory firm headquartered in Springfield, MA. They manage $27,175,419 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Martinelli Portfolio Management, Inc.
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$543,508
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Martinelli Portfolio Management, Inc.
1
Gary Martinelli (CRD# 4753417) is an Investment Advisor Representative working at Martinelli Portfolio Management, Inc. in Springfield, MA and has 1 year of experience in the finance industry.
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