MARDIN CAPITAL GROUP LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
4

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
127881
Fee structure
Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Mardin Capital Group LLC is organized as a limited liability company and is individually owned. The firm operates primarily as a registered representative of a broker-dealer and as an insurance broker, while also offering financial planning services. Its stated fee model is fixed fees. The firm is not identified as a multi-state adviser, is not an active ESG investor, is not a capital allocator, and does not list pension consulting or related-adviser activity.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 4
  • TIMOTHY MARDIN

    OwnerCRD 4207504

  • ROBERT KINTZ

    Partner, Financial ConsultantCRD 1007926

  • KATHRYN CHASE

    Partner And Financial ConsultantCRD 6976467

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
875 Greenland Road Unit B 10 Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth