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 limited liability company that first registered in 2008. The firm is owned by an individual and is listed in regulatory data as “Unclassified.” The record indicates the firm does not act as a capital allocator and it is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered entity.
Assets & Accounts
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 2Elizabeth Collins
FinOpCRD 4714831
Patricia Ter Heun
Managing MemberCRD 1407495
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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