DM
DM

David Edward Martin

6 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
2 clients
Average Client Portfolio
$22.1M average
Assets Under Management
$44.2M

Fee Structure

Financial Planning:Investment management only
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Location

146 N. Canal Street, Suite 210, Seattle, WA, 98103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Build Asset Management
August 2019 - Present · 6 yrs 6 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
David Edward Martin - Financial Advisor | TrueAdvisor