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Building 2MARIN WEALTH ADVISORS LLC

Map pinSAN RAFAEL, CA
Phone415-458-5880
NotebookSEC #801-113162
Total AUM
$69.4M
Employees
3
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4040 CIVIC CENTER DR.
SUITE 200
SAN RAFAEL
CA 94903
United States
Operating Hours
6:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
415-458-5880

ReceiptFinancials

Total AUM
$69.4M
Accounts
100
Discretionary
$69.4M
Accounts
100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
94
AUM
$55M
HNW Individual Clients
1
AUM
$9.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMANHNYORTXWA

HandshakeAffiliates

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

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