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 has been SEC-registered since 2008. The firm is recorded as owned by an individual and is categorized as “Unclassified” in the snapshot information. Registered activity flags indicate it is not a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. Several typical firm descriptors—fee structure, advisory activities, and client base—are not provided in the available record.
Assets & Accounts
Investments & Alternatives
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
- 2302B Bridgeway
- Time zone
- PT (UTC-8)
- Office locations
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