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MARIN WEALTH ADVISORS LLC
371 Bel Marin Keys Blvd.
Suite 135
Novato, California 94949
Tel: 415-458-5880
About MARIN WEALTH ADVISORS LLC
MARIN WEALTH ADVISORS LLC, formally registered with the SEC as MARIN WEALTH ADVISORS LLC. The firm was established in 06/08/2018. They have over 2 offices throughout the country.
MARIN WEALTH ADVISORS LLC is a Novato, California based Financial Planning firm with nearly $295,995,463 assets under management, offering retirement planning & investment advisory services to 866 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123237 |
| SEC# | 801-113162 |
| Assets Managed by Firm | $295,995,463 |
| No. of Clients | 866 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 866 | $295,995,463 |
| Individuals (other than high net worth individuals) | 102 | $214,720,312 |
| High net worth individuals | 270 | $80,342,217 |
| Charitable organizations | 1 | $932,934 |
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