Madrone Investment Advisory, LLC

Madrone Investment Advisory, LLC (CRD# 149549) is a financial advisory firm headquartered in San Rafael, CA. They manage $200,754,000 in 397 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1101 5th Ave, Suite 310, San Rafael, CA 94901
https://www.linkedin.com/in/michael-h-zaidlin-j-d-88526637/
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $505,678
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Madrone Investment Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Zaidlin, financial advisor San Rafael CA
Michael H. Zaidlin
CRD#: 5643109
1101 5th Ave, Suite 310, San Rafael, CA 94901

Michael Zaidlin (CRD# 5643109) is an Investment Advisor Representative working at Madrone Investment Advisory, LLC in San Rafael, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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