Gilmartin Financial

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
29
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Lynn Lewis

    Lynn Lewis

    Founder & CEOCRD 2988606

  • Matthew Sinacori

    Matthew Sinacori

    Chief Operating OfficerCRD 3230707

Contacts

3 of 27
  • Michele Singh

    Michele Singh

    Vice PresidentCRD 5198616

  • David Brant

    David Brant

    Senior DirectorCRD 2718478

  • Marissa Bych

    Marissa Bych

    PrincipalCRD 6353912

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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