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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