Martinelli Discenza Investment Counsel, Inc. (Longmeadow)

Name: Martinelli Discenza Investment Counsel, Inc.
Address: 138 Longmeadow Street, Longmeadow, MA, 01106
Telephone: 413-567-8411

Martinelli Discenza Investment Counsel, Inc. is an adviser based in Longmeadow. It manages $38.73 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Massachusetts.

Martinelli Discenza Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Martinelli Discenza Investment Counsel: assets under management

The assets under management (AUM) of Martinelli Discenza Investment Counsel, Inc. is $38.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $254.79 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Martinelli Discenza Investment Counsel, 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.

Careers at Martinelli Discenza Investment Counsel, Inc.

John Michael Discenza has been acting as President since 1 Oct 1999. Gary Elliot Martinelli joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Elliot Martinelli	Chief compliance officer	1 Sep 1999	50% - 75%	4753417
John Michael Discenza	President	1 Oct 1999	50% - 75%	4753414
Gary Elliot Martinelli	Treasurer	1 Jan 2007	50% - 75%	4753417

Based in Longmeadow

The principal office where Martinelli Discenza Investment Counsel, Inc. performs its advisory services is located at 138 Longmeadow Street, Longmeadow, MA 01106, 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 413-567-8411 or by fax 413-567-8414. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.martinellidiscenza.com.