MIT Associates, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
11
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

MIT Associates, LLC is an SEC‑registered limited liability company that has been on the books since 2002. The snapshot characterizes the firm as an unclassified adviser with ownership described as a mix of a domestic entity and an individual. The firm is not identified as a multi‑state adviser, a capital allocator, a pension consultant, or a related adviser. Available reporting does not list a client segmentation, fee schedule, or detailed advisory activities. The dataset also flags that MIT Associates is not an active ESG investor. Beyond those regulatory and status markers, the public snapshot provides limited detail about the firm’s investment approach or product lineup.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 10
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Blake Zegarelli

    Blake Zegarelli

    Registered RepresentativeCRD 7076244

  • James Bonfils

    James Bonfils

    Registered RepresentativeCRD 1594488

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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