Strategic Marketing Solutions Ltd., LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Novato, 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 with individual ownership. Public records for the firm are sparse: it is classified as "Unclassified" in the snapshot data and does not appear to be positioned as a capital allocator or pension consultant. The firm is not identified as an active ESG investor, and it does not report multi-state advisory activity or affiliation with a related adviser. The dataset does not list business activities, advisory services, client types, or fee structures for the firm, which limits visibility into its client-facing model and investment approach.

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

Contacts

2 of 2
  • Patricia Ter Heun

    Patricia Ter Heun

    Managing MemberCRD 1407495

  • Elizabeth Collins

    FinOpCRD 4714831

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Novato, CA

Marin

Location

Novato, CA

Headquartered in Novato, 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
335 Bolling Cir
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth