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 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

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 11
  • James Bonfils

    James Bonfils

    Registered RepresentativeCRD 1594488

  • Scott Stewart

    Scott Stewart

    FinOpCRD 6977422

  • Patrick Laning

    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