The Marin Group Inc.

Overview

The Marin Group Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, with advisory work that includes financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with fixed-fee arrangements. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its stated business activities focus on delivering personalized planning and discretionary portfolio management rather than institutional or large-scale fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices