Gilmartin Financial
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 312622
- Registered since
- May 2, 2022
- Website
- gilmartinir.com
Firm profile
FINTRXOverview
Gilmartin Financial is organized as a limited liability company and is classified in the data set as an investment bank. The firm appears on the SEC registry with a registration year of 2022 and is owned by an individual. Reported firm attributes indicate it is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser or a pension consultant. Several advisor-type flags are negative (newly formed adviser: no; related adviser: no), which suggests the entity's public regulatory profile is narrow and focused on non‑retail or non‑asset‑management activities rather than on traditional advisory AUM.
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
Owners & executives
2 of 2Lynn Lewis
Founder & Chief Exceutive OfficerCRD 2988606

Matthew Sinacori
Chief Operating OfficerCRD 3230707
Contacts
3 of 29
Michele Singh
Vice PresidentCRD 5198616

David Brant
FinOpCRD 2718478

Marissa Bych
PrincipalCRD 6353912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Larkspur, CA
Marin
Location
Larkspur, CA
Headquartered in Larkspur, 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
- 60 E Sir Francis Drake Blvd
- Time zone
- PT (UTC-8)
- Office locations
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