Marin Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 325239
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals81.06%
- HNWI18.17%
- Corporations / Businesses0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Marin Financial LLC is an independent, individually owned advisory firm organized as an LLC that serves both individuals/families and institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees based on a percentage of assets under management and also offers hourly billing. Marin Financial lists an affiliation with an insurance company, which may reflect product relationships or referral arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities40%
- US Government Bonds40%
- Investment Grade Corp Bonds10%
- Non-Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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