Marin Financial Group

Overview

Marin Financial Group operates as an independent registered investment advisor (RIA) focused on providing tailored financial planning and portfolio management services for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. It employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees, allowing for flexibility in its service offerings. While the firm does not actively engage in ESG investing, it does allocate capital to various investment strategies, including mutual funds and third-party external alternative investment asset managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices