80 East Sir Francis Drake Blvd
Suite 1a
Larkspur, California 94939
Tel: 415-925-1212
MARIN FINANCIAL ADVISORS LLC, formally registered with the SEC as MARIN FINANCIAL ADVISORS LLC. The firm was established in 01/23/2006. They have over 1 offices throughout the country.
MARIN FINANCIAL ADVISORS LLC is a Larkspur, California based Financial Planning firm with nearly $448,446,910 assets under management, offering retirement planning & investment advisory services to 495 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 135872 |
SEC# | 801-65355 |
Assets Managed by Firm | $448,446,910 |
No. of Clients | 495 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 495 | $448,446,910 |
Individuals (other than high net worth individuals) | 67 | $35,469,772 |
High net worth individuals | 96 | $255,443,211 |
Pension and profit sharing plans | 5 | $155,396,446 |
Corporations or other businesses | Fewer than 5 clients | $2,137,481 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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