Strategic Marketing Solutions Ltd., LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Sausalito, California
CRD number
145577
Registered since
January 25, 2008

Firm profile

FINTRX

Overview

Strategic Marketing Solutions Ltd., LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with registration dating to 2008. The filing lists an individual owner and categorizes the firm as "Unclassified." The record flags the firm as not being a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. Publicly available details in the FINTRX entry are sparse. The profile does not disclose client segments, fee schedules, specific business or advisory activities, or investment preferences. FINTRX also shows no reported assets under management or client counts for this entity, so there is no publicly listed footprint of managed capital or typical account size to analyze.

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

Contacts

2 of 2
  • Elizabeth Collins

    FinOpCRD 4714831

  • Patricia Ter Heun

    Patricia Ter Heun

    Managing MemberCRD 1407495

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth