MARTIN FINANCIAL GROUP, LLC
CRD #149228 SEC #801-79489 NEW ALBANY, IN (812) 542-1018
SEC Registered
Total AUM
$236.4M
Discretionary
$229.4M
Employees
8
Clients
0
Accounts
1,123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2018 | $236.4M | $229.4M | $7M | 9 | 0 |
| Aug 2018 | $236.4M | $229.4M | $7M | 9 | 0 |
| Jul 2018 | $236.4M | $229.4M | $7M | 9 | 0 |
| Jun 2018 | $236.4M | $229.4M | $7M | 8 | 0 |
| Jan 2018 | $236.4M | $229.4M | $7M | 8 | 0 |
| Sep 2017 | $186M | $185.9M | $107.3K | 9 | 692 |
| Mar 2017 | $186M | $185.9M | $107.3K | 9 | 692 |
| Aug 2016 | $159.1M | $159M | $111.7K | 10 | 700 |
| Mar 2016 | $159.1M | $159M | $111.7K | 11 | 700 |
| Sep 2015 | $137.8M | $137.7M | $45.8K | 11 | 600 |
| Aug 2015 | $137.8M | $137.7M | $45.8K | 11 | 600 |
| Jul 2015 | $137.8M | $137.7M | $45.8K | 11 | 600 |
| May 2015 | $137.8M | $137.7M | $45.8K | 11 | 600 |
| Mar 2015 | $137.8M | $137.7M | $45.8K | 11 | 600 |
| Mar 2015 | $137.8M | $137.7M | $45.8K | 11 | 600 |
| Jul 2014 | $107.1M | $102.2M | $4.9M | 9 | 400 |
| Apr 2014 | $107.1M | $102.2M | $4.9M | 9 | 400 |
| Mar 2014 | $107.1M | $102.2M | $4.9M | 9 | 400 |
| Apr 2012 | $68.9M | $68.2M | $683.3K | 6 | 300 |
| Apr 2012 | $68.9M | $68.2M | $683.3K | 6 | 300 |
| Mar 2012 | $68.9M | $68.2M | $683.3K | 6 | 300 |
| Mar 2012 | $68.9M | $68.2M | $683.3K | 6 | 300 |
| Jul 2011 | $54.9M | $51.8M | $3.1M | 10 | -- |
| Feb 2009 | $0 | $0 | $0 | 5 | -- |
DateNov 2018
Total AUM$236.4M
Discretionary$229.4M
Non-Disc.$7M
Employees9
Clients0
DateAug 2018
Total AUM$236.4M
Discretionary$229.4M
Non-Disc.$7M
Employees9
Clients0
DateJul 2018
Total AUM$236.4M
Discretionary$229.4M
Non-Disc.$7M
Employees9
Clients0
DateJun 2018
Total AUM$236.4M
Discretionary$229.4M
Non-Disc.$7M
Employees8
Clients0
DateJan 2018
Total AUM$236.4M
Discretionary$229.4M
Non-Disc.$7M
Employees8
Clients0
DateSep 2017
Total AUM$186M
Discretionary$185.9M
Non-Disc.$107.3K
Employees9
Clients692
DateMar 2017
Total AUM$186M
Discretionary$185.9M
Non-Disc.$107.3K
Employees9
Clients692
DateAug 2016
Total AUM$159.1M
Discretionary$159M
Non-Disc.$111.7K
Employees10
Clients700
DateMar 2016
Total AUM$159.1M
Discretionary$159M
Non-Disc.$111.7K
Employees11
Clients700
DateSep 2015
Total AUM$137.8M
Discretionary$137.7M
Non-Disc.$45.8K
Employees11
Clients600
DateAug 2015
Total AUM$137.8M
Discretionary$137.7M
Non-Disc.$45.8K
Employees11
Clients600
DateJul 2015
Total AUM$137.8M
Discretionary$137.7M
Non-Disc.$45.8K
Employees11
Clients600
DateMay 2015
Total AUM$137.8M
Discretionary$137.7M
Non-Disc.$45.8K
Employees11
Clients600
DateMar 2015
Total AUM$137.8M
Discretionary$137.7M
Non-Disc.$45.8K
Employees11
Clients600
DateMar 2015
Total AUM$137.8M
Discretionary$137.7M
Non-Disc.$45.8K
Employees11
Clients600
DateJul 2014
Total AUM$107.1M
Discretionary$102.2M
Non-Disc.$4.9M
Employees9
Clients400
DateApr 2014
Total AUM$107.1M
Discretionary$102.2M
Non-Disc.$4.9M
Employees9
Clients400
DateMar 2014
Total AUM$107.1M
Discretionary$102.2M
Non-Disc.$4.9M
Employees9
Clients400
DateApr 2012
Total AUM$68.9M
Discretionary$68.2M
Non-Disc.$683.3K
Employees6
Clients300
DateApr 2012
Total AUM$68.9M
Discretionary$68.2M
Non-Disc.$683.3K
Employees6
Clients300
DateMar 2012
Total AUM$68.9M
Discretionary$68.2M
Non-Disc.$683.3K
Employees6
Clients300
DateMar 2012
Total AUM$68.9M
Discretionary$68.2M
Non-Disc.$683.3K
Employees6
Clients300
DateJul 2011
Total AUM$54.9M
Discretionary$51.8M
Non-Disc.$3.1M
Employees10
Clients--
DateFeb 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--