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JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT

UUIDb19635f6-e97a-5bf1-bced-d0805dc96b8f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 109542 109542 1.0
sec_file_number 801-58066 801-58066

Profile

Websitehttps://www.jrmcapitalmanagement.com
HQ CityVANCOUVER
HQ StateWA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • JAMES R. MARTIN CONSULTING, INC adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)443,589,981.0
  • RAUM (discretionary)443,589,981.0
  • Actionable assets374,277,944.0
  • Accounts659.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM48,760,005.0
  • Charitable AUM17,592,218.0
  • HNW AUM298,625,554.0

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.