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 SEC-registered (registration year 2022). The firm is owned by an individual and is classified in the dataset as an investment bank. The profile indicates the firm does not operate as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, pension consultant, or related adviser. The source records do not describe the firm's client segments, fee schedules, specific advisory or business activities, or any investment process details.
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 2
Matthew Sinacori
Chief Operating OfficerCRD 3230707
Lynn Lewis
Founder & Chief Exceutive OfficerCRD 2988606
Contacts
3 of 28
Grace Swanson
AnalystCRD 8067525
Carter McCray
AnalystCRD 8177525
Claire Kiefer
Associate Vice PresidentCRD 7864450
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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