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Financial Advisor
Washington
Vancouver
MARTEL WEALTH ADVISORS INC

MARTEL WEALTH ADVISORS INC

Tel: 360-694-9940 2001 Se Columbia River Drive Ste 200 Vancouver, Washington 98661

About MARTEL WEALTH ADVISORS INC

MARTEL WEALTH ADVISORS INC is a Vancouver, Washington based financial advisory firm with nearly $1,245,269,037 in assets under management and provides investment advisory services for 2751 clients. There are currently 14 financial advisors at the firm.

General Information
Firm CRD#:

296896

Firm SEC#:

801-113777

Assets Under Management:

$1,245,269,037

No. of Clients:

2751

No. of Advisors:

14

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM

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