Ann Brogan Martin
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Advisor Information
Office location
4365 E. Pecos Road, Suite 122, Gilbert, AZ, 85295
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ann volunteers for St. Vincent de Paul and AZ Happy Tails, and is an advisor at Priority Financial Group, taking about half of her time. She is also involved in a family trust, a BNI networking group, and Brogan Martin Holdings, a holding company that will rent space to her securities business.