Marin Bay Wealth Advisors, LLC
Marin Bay Wealth Advisors, LLC (CRD# 289184) is a financial advisory firm headquartered in Sausalito, CA. They manage $289,809,137 in 375 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Marin Bay Wealth Advisors, LLC
By the Numbers
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Total Assets Under Management290MILLION
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Total Number of Accounts375ACCOUNTS
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Average Account Value$772,824
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DE, HI, MA, MI, NV, OR, TX, WA
Financial Advisors at Marin Bay Wealth Advisors, LLC
1
James Fitzmaurice (CRD# 1670867) is an Investment Advisor Representative working at Marin Bay Wealth Advisors, LLC in Sausalito, CA and has over 37 years of experience in the finance industry.
2
Joseph Haberman (CRD# 3257349) is an Investment Advisor Representative working at Marin Bay Wealth Advisors, LLC in Sausalito, CA and has over 24 years of experience in the finance industry.
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