Strategic Marketing Solutions Ltd., LLC
Firm details
- Headquarters
- Novato, California
- CRD number
- 145577
- Registered since
- January 25, 2008
Firm profile
FINTRXOverview
Strategic Marketing Solutions Ltd., LLC is organized as a limited liability company with individual ownership. Public records for the firm are sparse: it is classified as "Unclassified" in the snapshot data and does not appear to be positioned as a capital allocator or pension consultant. The firm is not identified as an active ESG investor, and it does not report multi-state advisory activity or affiliation with a related adviser. The dataset does not list business activities, advisory services, client types, or fee structures for the firm, which limits visibility into its client-facing model and 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
Contacts
2 of 2
Patricia Ter Heun
Managing MemberCRD 1407495
Elizabeth Collins
FinOpCRD 4714831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Novato, CA
Marin
Location
Novato, CA
Headquartered in Novato, 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
- 335 Bolling Cir
- Time zone
- PT (UTC-8)
- Office locations
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