GILMARTIN FINANCIAL
Firm details
- Headquarters
- LARKSPUR, California
- CRD number
- 312622
- Registered since
- May 2, 2022
- Website
- gilmartinir.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MATTHEW SINACORI
Chief Operating OfficerCRD 3230707
LYNN LEWIS
Founder & Chief Exceutive OfficerCRD 2988606
Contacts
3 of 30Grace Swanson
AnalystCRD 8067525
Carter McCray
AnalystCRD 8177525
Claire Kiefer
Associate Vice PresidentCRD 7864450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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