Wendel Andrew Martin (Rye Brook)


Wendel Andrew Martin is a large advisory firm based in Rye Brook. It manages $41 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Wendel Andrew Martin provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wendel Andrew Martin: assets under management

The assets under management (AUM) of Wendel Andrew Martin is $41 million. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.59 million in discretionary accounts and $14.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $800.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wendel Andrew Martin for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rye Brook

The principal office where Wendel Andrew Martin performs its advisory services is located at 2 Wilton Circle, Rye Brook, NY 10573 1923, 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 914-937-1984 or by fax 914-937-5110. The normal business hours are 9am - 8pm on Monday - Friday.

Registered investment advisers similar to Wendel Andrew Martin