MIT Associates, LLC
Firm details
- Headquarters
- Tiburon, California
- CRD number
- 121171
- Registered since
- December 18, 2002
- Website
- www.mit-bd.com
Firm profile
FINTRXOverview
MIT Associates, LLC is a limited liability company that has been SEC-registered since 2002. The firm is recorded as owned by a domestic entity and an individual and is classified in the source data as "Unclassified." Available disclosures are sparse: key items such as business activities, advisory services, client types, and fee structure are not provided in the data set. The firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, and is not listed as a pension consultant or related adviser.
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
1 of 1
David Ford
CEOCRD 1188531
Contacts
3 of 10
Steven Thornton
PresidentCRD 4496384
Blake Zegarelli
Registered RepresentativeCRD 7076244
James Bonfils
Registered RepresentativeCRD 1594488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tiburon, CA
Marin
Location
Tiburon, CA
Headquartered in Tiburon, 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
- 85 Eastview Ave
- Time zone
- PT (UTC-8)
- Office locations
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