# Martin Financial Solutions, LLC

Martin Financial Solutions, LLC is a RIA based in Glendale.

## Overview

- **Organization type:** RIA
- **Headquarters:** Glendale
- **Assets under management:** Undisclosed
- **Website:** https://martinfinancialsolutions.com

## Regulatory record

- **CRD number:** 155806
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155806

## About

Martin Financial Solutions provides a complimentary one-hour portfolio review to prospective investor clients, which can be account-specific or a general discussion of economic trends and cycles. The firm assists with 401(k) rollovers by providing a free 3-way phone call with the client and custodian to help maximize retention of tax-advantaged assets. Although not a law firm or an insurance broker, it takes a comprehensive approach involving estate planning, risk management, and sometimes small business planning, and coordinates with legal professionals.

## Questions

### Who runs investment decisions at Martin Financial Solutions?

No named principals or investment decision-makers are publicly associated with Martin Financial Solutions, LLC. The firm's management structure is not disclosed in any available public record or financial database.

### Does Martin Financial Solutions participate in fund commitments or only direct deals?

No public evidence exists to confirm whether Martin Financial Solutions invests through fund commitments, direct deals, or other vehicles.

### What investment stages does Martin Financial Solutions typically target?

The firm has not publicly disclosed any preferred investment stages. No venture, growth, or buyout stage preferences can be verified.

## Related profiles

- [Tehrani Wealth Management](https://altss.com/profile/tehrani-wealth-management-llc)
- [T. Rowe Price Hong Kong Limited](https://altss.com/profile/trowe-price-hong-kong-limited)

---

Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/martin-financial-solutions-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology