Gilmartin Financial

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Larkspur, California
CRD number
312622
Registered since
May 2, 2022

Firm profile

FINTRX

Overview

Gilmartin Financial is organized as a limited liability company and is classified in the data set as an investment bank. The firm is SEC-registered (registration year listed as 2022) and is owned by an individual. Public records in the snapshot flag the firm as not serving as a capital allocator and not identifying as an active ESG investor. The record also indicates it is not registered as a multi-state adviser and is not flagged as a pension consultant or related adviser. The firm has not provided standard public details such as stated client base, fee schedule, or a breakdown of advisory or business activities in the source material. That limits what can be said about the firm’s target clients, service model, or product offerings based on the available dataset.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Matthew Sinacori

    Matthew Sinacori

    Chief Operating OfficerCRD 3230707

  • Lynn Lewis

    Lynn Lewis

    Founder & Chief Exceutive OfficerCRD 2988606

Contacts

3 of 30
  • Grace Swanson

    Grace Swanson

    AnalystCRD 8067525

  • Carter McCray

    Carter McCray

    AnalystCRD 8177525

  • Claire Kiefer

    Claire Kiefer

    Associate Vice PresidentCRD 7864450

Unlock 27 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth