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 domestic limited liability company that appears on public records as an unclassified advisory entity. The firm has provided very limited public detail about its business model: it has not disclosed client segment, fee schedules, advisory activities, or other typical operating information. Available attributes indicate the firm does not act as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Because the firm has not supplied descriptive material about its investment approach or service offering, there is no basis in the record to characterize target client types, portfolio construction methods, or distribution channels.
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 9
Steven Thornton
FinOpCRD 4496384

Blake Zegarelli
Registered RepresentativeCRD 7076244

James Bonfils
Registered RepresentativeCRD 1594488
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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