MIT Associates, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Tiburon, California
CRD number
121171
Registered since
December 18, 2002

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • David Ford

    David Ford

    CEOCRD 1188531

Contacts

3 of 10
  • James Bonfils

    James Bonfils

    Registered RepresentativeCRD 1594488

  • Scott Stewart

    Scott Stewart

    FinOpCRD 6977422

  • Patrick Laning

    Patrick Laning

    Registered RepresentativeCRD 6780543

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth