Gilmartin Financial

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
31
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 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

FINTRX

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
  • Lynn Lewis

    Lynn Lewis

    Founder & Chief Exceutive OfficerCRD 2988606

  • Matthew Sinacori

    Matthew Sinacori

    Chief Operating OfficerCRD 3230707

Contacts

3 of 29
  • Michele Singh

    Michele Singh

    Vice PresidentCRD 5198616

  • David Brant

    David Brant

    FinOpCRD 2718478

  • Marissa Bych

    Marissa Bych

    PrincipalCRD 6353912

Unlock 26 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