MIT Associates, LLC
Firm details
- Headquarters
- Tiburon, California
- CRD number
- 121171
- Registered since
- December 18, 2002
- Website
- www.mit-bd.com
Firm profile
FINTRXOverview
MIT Associates, LLC is organized as a limited liability company and has been SEC-registered since 2002. The firm is listed in the snapshot as an unclassified adviser with an owner type described as a domestic entity and individual. Public data indicate the firm is not identified as a capital allocator, not active on ESG, not a multistate adviser, not a pension consultant, and not labeled as a related adviser. The FINTRX record supplied no detail on the firm’s investment approach, client segments, fee schedules, specific advisory activities, or manager-allocation preferences. Those items are not available in the provided dataset, so there is no basis here to describe strategy, target clients, or product menu.
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
1 of 1
David Ford
CEOCRD 1188531
Contacts
3 of 11
James Bonfils
Registered RepresentativeCRD 1594488

Scott Stewart
FinOpCRD 6977422

Patrick Laning
Registered RepresentativeCRD 6780543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tiburon, CA
Marin
Location
Tiburon, CA
Headquartered in Tiburon, 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
- 85 Eastview Ave
- Time zone
- PT (UTC-8)
- Office locations
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