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 source data as an investment bank under individual ownership. Publicly reported detail about its business model is sparse: the dataset does not list a client base, fee schedule, specific advisory activities, or capital-allocation responsibilities. The firm is not identified as an active ESG investor, nor is it described as a capital allocator, pension consultant, multi-state adviser, related adviser, or a newly formed adviser. Those designations suggest the organization’s profile is focused on transactional or advisory work typical of boutique investment-bank structures rather than on running external pooled investment programs.
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 & CEOCRD 2988606

Matthew Sinacori
Chief Operating OfficerCRD 3230707
Contacts
3 of 27
Michele Singh
Vice PresidentCRD 5198616

David Brant
Senior DirectorCRD 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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