Strategic Marketing Solutions Ltd., LLC

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

Firm details

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

Firm profile

FINTRX

Overview

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

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
  • Patricia Ter Heun

    Patricia Ter Heun

    Managing MemberCRD 1407495

  • Elizabeth Collins

    FinOpCRD 4714831

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth