MIT Associates, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Tiburon, California
CRD number
121171
Registered since
December 18, 2002

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Ford

    David Ford

    CEOCRD 1188531

Contacts

3 of 9
  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

  • Blake Zegarelli

    Blake Zegarelli

    Registered RepresentativeCRD 7076244

  • James Bonfils

    James Bonfils

    Registered RepresentativeCRD 1594488

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth