Marim Wealth Planning
Marim Wealth Planning (CRD# 325684) is a financial advisory firm headquartered in San Mateo, CA. They manage $12,520,717 in 81 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management13MILLION
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Total Number of Accounts81ACCOUNTS
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Average Account Value$154,577
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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, TX
Financial Advisors at Marim Wealth Planning
1
Mira Ma (CRD# 3091668) is an Investment Advisor Representative working at Marim Wealth Planning in San Mateo, CA and has over 25 years of experience in the finance industry.
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