MARVIN & PALMER ASSOCIATES

3711 Kennett Pike
Suite 120
Wilmington, Delaware 19807
Tel: 302-573-3570

About MARVIN & PALMER ASSOCIATES

MARVIN & PALMER ASSOCIATES, formally registered with the SEC as MARVIN & PALMER ASSOCIATES. The firm was established in 08/29/1986. They have over 1 offices throughout the country.

MARVIN & PALMER ASSOCIATES is a Wilmington, Delaware based Financial Planning firm with nearly $94,910,899 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105399
SEC#	801-27724
Assets Managed by Firm	$94,910,899
No. of Clients	11
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$94,910,899
High net worth individuals	9	$54,713,412

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BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
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