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Building 2MARIN FINANCIAL ADVISORS LLC

Map pinLARKSPUR, CA
Phone415-925-1212
NotebookSEC #801-65355
Total AUM
$388.8M
Employees
2
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 EAST SIR FRANCIS DRAKE BLVD
SUITE 1A
LARKSPUR
CA 94939
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
415-925-1212

ReceiptFinancials

Total AUM
$388.8M
Accounts
161
Discretionary
$383.9M
Accounts
155
Non-Discretionary
$4.8M
Accounts
6

ContactClients

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Individual Clients
53
AUM
$29.7M
HNW Individual Clients
104
AUM
$325.5M
Pension/Profit Sharing Plan Clients
2
AUM
$31.9M
Corporation or Business Clients
2
AUM
$1.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOR

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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