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Building 2MARIN BAY WEALTH ADVISORS, LLC

Map pinSAN ANSELMO, CA
Phone415-425-6492
NotebookSEC #801-111030
Total AUM
$375.6M
Employees
2
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
321 SAN ANSELMO AVE.
SAN ANSELMO
CA 94960
United States
Operating Hours
8-5PM
Monday - Friday
Phone
415-425-6492

ReceiptFinancials

Total AUM
$375.6M
Accounts
407
Discretionary
$248.3M
Accounts
231
Non-Discretionary
$127.3M
Accounts
176

ContactClients

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HNW Individual Clients
133
AUM
$375.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEHIMAMINHNVORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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