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James R. Martin Consulting

EST. AUM
$443,589,981

CONTACTS
1

CLIENT ACCOUNTS
659

Firm Details

Metro area Seattle
CRD Number 109542
Website jrmcapitalmanagement.com
Client types

Overview

JRM is a fee-based registered investment advisor, primarily serving individuals, nonprofits, and family foundations. As of December 31, 2021, JRM managed $488 million in assets across 261 clients. The firm values long-standing client relationships, with most new clients coming through referrals. JRM specializes in long-term asset management, assisting clients and their families across generations while also supporting short-term financial needs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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