MIT ASSOCIATES, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
12
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 limited liability company and is SEC-registered (registration year listed as 2002). Public profile fields indicate ownership structure tied to a domestic entity and individuals. The firm's regulatory snapshot classifies it as unclassified and lists several negative flags: it is not designated as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or as a related adviser. The firm has provided very limited disclosure about its core advisory services, target client segments, fee schedule, or investment approach.

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

    CEOCRD 1188531

Contacts

3 of 11
  • JAMES BONFILS

    Registered RepresentativeCRD 1594488

  • Scott Stewart

    FinOpCRD 6977422

  • Patrick Laning

    Registered RepresentativeCRD 6780543

Unlock 8 more contacts

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