Martorello Money Management, Inc. is an adviser based in Denver. It manages $36.2 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Colorado, and Texas.
Martorello Money Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Martorello Money Management, Inc. is $36.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Martorello Money Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Martorello Money Management, Inc. performs its advisory services is located at 1043 S Vine St, Denver, CO 80209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-777-7424 or by fax 509-695-8491. The normal business hours are 7:15-5:00 on Monday - Friday. You can find more information about the New York firm at www.mmmwealth.com.