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MARIN FINANCIAL ADVISORS LLC
80 East Sir Francis Drake Blvd
Suite 1a
Larkspur, California 94939
Tel: 415-925-1212
About MARIN FINANCIAL ADVISORS LLC
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 $403,141,174 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 135872 |
| SEC# | 801-65355 |
| Assets Managed by Firm | $403,141,174 |
| No. of Clients | 497 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 497 | $403,141,174 |
| Individuals (other than high net worth individuals) | 68 | $34,500,163 |
| High net worth individuals | 95 | $230,894,759 |
| Pension and profit sharing plans | 6 | $134,940,378 |
| Corporations or other businesses | Fewer than 5 clients | $2,805,874 |
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