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 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
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 2Lynn Lewis
Founder & Chief Exceutive OfficerCRD 2988606

Matthew Sinacori
Chief Operating OfficerCRD 3230707
Contacts
3 of 29
Michele Singh
Vice PresidentCRD 5198616

David Brant
FinOpCRD 2718478

Marissa Bych
PrincipalCRD 6353912
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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