GILMARTIN FINANCIAL

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
32
Avg account
$0

Firm details

Headquarters
LARKSPUR, California
CRD number
312622
Registered since
May 2, 2022

Firm profile

FINTRX

Overview

Gilmartin Financial is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm is SEC-registered (registration year 2022) and is owned by an individual. FINTRX flags indicate Gilmartin Financial does not act as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The firm has not provided details about its advisory activities, fee schedule, client segments, or business lines in the source data. FINTRX also notes no entries for activities and affiliations, which limits visibility into the firm’s day-to-day services or target client base.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MATTHEW SINACORI

    Chief Operating OfficerCRD 3230707

  • LYNN LEWIS

    Founder & Chief Exceutive OfficerCRD 2988606

Contacts

3 of 30
  • Grace Swanson

    AnalystCRD 8067525

  • Carter McCray

    AnalystCRD 8177525

  • Claire Kiefer

    Associate Vice PresidentCRD 7864450

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LARKSPUR, CA

MARIN

Location

LARKSPUR, CA

Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
60 E Sir Francis Drake Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth