Marin Financial LLC

RIAState Registered
Total AUM
$7.8M
Discretionary
$7.8M
100% of AUM
Avg account
$101K
Accounts
77
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
325239
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals81.06%
  • HNWI18.17%
  • Corporations / Businesses0.77%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Marin Financial LLC is an independent, individually owned advisory firm organized as an LLC that serves both individuals/families and institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges fees based on a percentage of assets under management and also offers hourly billing. Marin Financial lists an affiliation with an insurance company, which may reflect product relationships or referral arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 40%, US Government Bonds 40%, Investment Grade Corp Bonds 10%, Non-Exchange Traded Equities 8%, Cash & Cash Equivalents 2%40%
  • Exchange Traded Equities40%
  • US Government Bonds40%
  • Investment Grade Corp Bonds10%
  • Non-Exchange Traded Equities8%
  • Cash & Cash Equivalents2%

Owners & executives

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Contacts

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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

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth