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 organized as a limited liability company and has been registered with the SEC since 2002. Ownership is noted as a combination of a domestic entity and an individual; beyond that, public classification is listed as unclassified. Filings indicate the firm does not act as a separate capital allocator and is not identified as an active ESG investor. Filings also show the adviser is not designated as a multi-state adviser, is not newly formed, and does not present itself as a pension consultant or a related adviser. There is limited public detail about the firm's specific advisory services, client types, or investment strategies in the summary data.
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
James Bonfils
Registered RepresentativeCRD 1594488

Scott Stewart
FinOpCRD 6977422

Patrick Laning
Registered RepresentativeCRD 6780543
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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