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 an SEC-registered limited liability company first registered in 2008. The firm is owned by an individual and is classified in FINTRX data as "Unclassified." FINTRX indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. Public disclosures about the firm's advisory services, fee structure, client segments and specific business activities are minimal. FINTRX does not provide further detail on investment mandates, sector focus, or manager allocation preferences.
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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