Sella & Martinic
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
3202 Tower Oaks Blvd Ste 400, Rockville,...Phone Number
(301) 770-0200Website
www.sellamartinic.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Sella & Martinic
Sella & Martinic, LLC is merging with SPC Financial, Inc. to provide a comprehensive, tax-efficient wealth management experience starting January 1, 2025. This collaboration aims to enhance client services by offering multi-disciplinary, tax-integrated wealth management solutions, including wealth preservation, portfolio management, and retirement planning. Clients will benefit from a streamlined experience as both firms' professionals work together as a unified team. The company is committed to maintaining existing fee arrangements while expanding service offerings to better meet client needs.Explore more
Sella & Martinic Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
Company Profile Activity
Activity Insights
Sella & Martinic is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Sella & Martinic is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sella & Martinic.
Sella & Martinic Tech Stack
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Frequently Asked Questions Regarding Sella & Martinic
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Sella & Martinic, LLC is merging with SPC Financial, Inc. to provide a comprehensive, tax-efficient wealth management experience starting January 1, 2025. This collaboration aims to enhance client services by offering multi-disciplinary, tax-integrated wealth management solutions, including wealth preservation, portfolio management, and retirement... Read More
