Strategic Marketing Solutions Ltd., LLC
Firm details
- Headquarters
- Sausalito, California
- CRD number
- 145577
- Registered since
- January 25, 2008
Firm profile
FINTRXOverview
Strategic Marketing Solutions Ltd., LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2008. The firm is listed as being owned by an individual and is labeled "Unclassified" in FINTRX's taxonomy, suggesting it does not fit a standard RIA subtype in that dataset. FINTRX marks the firm as not acting as a capital allocator and not identified as an active ESG investor. The adviser is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Available records provide very limited detail on the firm's client focus, fee structure, advisory activities, or investment approach, so there is little public visibility into how the firm positions its services or what types of portfolios it manages.
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
Contacts
2 of 2
Patricia Ter Heun
Managing MemberCRD 1407495
Elizabeth Collins
FinOpCRD 4714831
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sausalito, CA
Marin
Location
Sausalito, CA
Headquartered in Sausalito, 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
- 2302 B Bridgeway
- Time zone
- PT (UTC-8)
- Office locations
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