Strategic Marketing Solutions Ltd., LLC
Firm details
- Headquarters
- Sausalito, California
- CRD number
- 145577
- Registered since
- January 25, 2008
Firm profile
FINTRXOverview
Strategic Marketing Solutions Ltd., LLC is organized as a limited liability company and is registered with the SEC since 2008. The firm is owned by an individual and is listed with an "unclassified" adviser type in the available records. The firm's public profile contains minimal operational detail: there are no entries for client segments, fee models, stated business or advisory activities, or affiliations. The record flags the firm as not acting as a capital allocator and not identifying as an active ESG investor; it is also not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
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
Contacts
2 of 2Elizabeth Collins
FinOpCRD 4714831

Patricia Ter Heun
Managing MemberCRD 1407495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sausalito, CA
Marin
Location
Sausalito, CA
Headquartered in Sausalito, 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
- 2302 B Bridgeway
- Time zone
- PT (UTC-8)
- Office locations
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