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James R. Martin Consulting, Inc. Dba Jrm Capital Management

● SEC registered since 2000CRD 109542SEC# 801-58066Vancouver, WA
Export (members)
Reg. AUM
$443.6M
Employees
3
Accounts
659
Location
Vancouver, WA

James R. Martin Consulting, Inc. Dba Jrm Capital Management assets under management

James R. Martin Consulting, Inc. Dba Jrm Capital Management operates as an SEC-registered investment adviser based in Vancouver, WA. The firm has been registered since 2000. It reports $443.6 million in regulatory assets under management and employs 3 people.

James R. Martin Consulting, Inc. Dba Jrm Capital Management owners & executives

3 reported
NameTitleOwnershipSince
Daniel Laurence Koerner ControlChief Investment Officer5-10%2024
James Robert Martin ControlPresident50-75%1992
Jill Annetta Foreman ControlChief Compliance Officer, Vice President, Secretary, Treasurer25-50%2005

Frequently asked questions

How much does James R. Martin Consulting, Inc. Dba Jrm Capital Management manage?

James R. Martin Consulting, Inc. Dba Jrm Capital Management reports $443.6 million in regulatory assets under management on its Form ADV.

How many employees does James R. Martin Consulting, Inc. Dba Jrm Capital Management have?

James R. Martin Consulting, Inc. Dba Jrm Capital Management reports 3 employees.

Where is James R. Martin Consulting, Inc. Dba Jrm Capital Management located?

James R. Martin Consulting, Inc. Dba Jrm Capital Management is based in Vancouver, WA and has been SEC-registered since 2000.

Does James R. Martin Consulting, Inc. Dba Jrm Capital Management disclose fund performance?

James R. Martin Consulting, Inc. Dba Jrm Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1111 Main St. Suite 612, Vancouver, WA 98660
Phone360-567-1822
Office hours8:30 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$443.6M
Non-discretionary$0
Total (RAUM)$443.6M