Glikman Associates

Glikman Associates (CRD# 109105) is a financial advisory firm headquartered in Novato, CA. They manage $93,875,000 in 231 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $406,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Glikman Associates
Showing 1 - 2 of 2 top financial advisors.
1
Marie C. Duboscq
CRD#: 1925371
250 Bel Marin Keys Blvd, Suite B2, Novato, CA 94949
96
Wealthminder
score

Marie Duboscq (CRD# 1925371) is an Investment Advisor Representative working at Glikman Associates in Novato, CA and has over 25 years of experience in the finance industry. Marie Duboscq has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Karen D. Glikman
CRD#: 1322632
250 Bel Marin Keys Blvd, Suite B2, Novato, CA 94949
90
Wealthminder
score

Karen Glikman (CRD# 1322632) is an Investment Advisor Representative working at Glikman Associates in Novato, CA and has 1 year of experience in the finance industry. Karen Glikman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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