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Building 2MARVIN & PALMER ASSOCIATES

Map pinWILMINGTON, DE
Phone302-573-3570
NotebookSEC #801-27724
Total AUM
$195.7M
Employees
7
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3711 KENNETT PIKE
SUITE 120
WILMINGTON
DE 19807
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
302-573-3570

ReceiptFinancials

Total AUM
$195.7M
Accounts
7
Discretionary
$195.7M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
5
AUM
$70.5M
Pooled Vehicle Clients
2
AUM
$125.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DE

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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