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 an SEC-registered investment adviser organized as a limited liability company and first registered in 2008. The firm is listed as being owned by an individual and is labeled "Unclassified" in FINTRX's taxonomy, suggesting it does not fit a standard RIA subtype in that dataset. FINTRX marks the firm as not acting as a capital allocator and not identified as an active ESG investor. The adviser is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Available records provide very limited detail on the firm's client focus, fee structure, advisory activities, or investment approach, so there is little public visibility into how the firm positions its services or what types of portfolios it manages.

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

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
2302 B Bridgeway
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth