Marram Investment Management, LLC
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 155821
- Website
- www.marramllc.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI34.7%
- Individuals31.41%
- Corporations / Businesses30.03%
- Pension & Profit Sharing Plans3.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Marram Investment Management, LLC is an independent, owner-operated RIA organized as an LLC that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges a combination of percentage-of-AUM and performance-based fees, and it does not report activities as a capital allocator, pension consultant, or multi-state adviser. ESG is not identified as an active investment focus. Client types include both individual & family and institutional relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds15%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1Vivian Chen
Portfolio ManagerCRD 4677159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 1220 Main St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Ridinger Wealth Management, LLC
RIAVancouver, WA
Delphi Advisers
RIAVancouver, WA
Ambassador Wealth Management, LLC
RIAVancouver, WA
Middleton & Company
RIAVancouver, WA
Sloy Dahl & Holst Holdings, Inc
RIAVancouver, WA
Columbia River Financial Group
RIAVancouver, WA