Gilmartin Financial

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
31
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 appears in SEC records as having become registered in 2022. The firm is categorized in the dataset as an investment bank and is owned by an individual. FINTRX marks it as not serving as a capital allocator and not identifying as an active ESG investor. Publicly available items in the snapshot are sparse: the firm has not disclosed client segments, fee schedule, or detailed advisory or business activities in the material provided. The dataset also flags it as not a multi-state adviser, which speaks to its regulatory registration status rather than the physical footprint noted elsewhere.

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
  • Lynn Lewis

    Lynn Lewis

    Founder & Chief Exceutive OfficerCRD 2988606

  • Matthew Sinacori

    Matthew Sinacori

    Chief Operating OfficerCRD 3230707

Contacts

3 of 29
  • Michele Singh

    Michele Singh

    Vice PresidentCRD 5198616

  • David Brant

    David Brant

    FinOpCRD 2718478

  • Marissa Bych

    Marissa Bych

    PrincipalCRD 6353912

Unlock 26 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

Similar firms