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Home > Retirement Planners > florida > saint petersburg > MARLIN MANAGER, LLC
MARLIN MANAGER, LLC
646 2nd Avenue S
Saint Petersburg, Florida 33701
Tel: 888-656-5150
About MARLIN MANAGER, LLC
MARLIN MANAGER, LLC, formally registered with the SEC as MARLIN MANAGER, LLC. The firm was established in 11/09/2020. They have over 1 offices throughout the country.
MARLIN MANAGER, LLC is a Saint Petersburg, Florida based Financial Planning firm with nearly $777,803,131 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310768 |
| SEC# | 801-119763 |
| Assets Managed by Firm | $777,803,131 |
| No. of Clients | 4 |
| No. of Advisors | 2 |
Fee Structure
- Other (MASTER SERVICING FEE)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $777,803,131 |
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