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 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
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 1DAVID FORD
CEOCRD 1188531
Contacts
3 of 11JAMES 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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