STRATEGIC MARKETING SOLUTIONS LTD., LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
SAUSALITO, California
CRD number
145577
Registered since
January 25, 2008

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • ELIZABETH COLLINS

    FinOpCRD 4714831

  • PATRICIA TER HEUN

    Managing MemberCRD 1407495

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth