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 the data set as an investment bank. The firm is SEC-registered (registration year listed as 2022) and is owned by an individual. Public records in the snapshot flag the firm as not serving as a capital allocator and not identifying as an active ESG investor. The record also indicates it is not registered as a multi-state adviser and is not flagged as a pension consultant or related adviser. The firm has not provided standard public details such as stated client base, fee schedule, or a breakdown of advisory or business activities in the source material. That limits what can be said about the firm’s target clients, service model, or product offerings based on the available dataset.
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 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
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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