Marin Capital Management

Marin Capital Management (CRD# 136075) is a financial advisory firm headquartered in Novato, CA. They manage $71,500,000 in 300 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $238,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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 Marin Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Christopher C. Gilmor
CRD#: 1701597
3 Hamilton Landing, Suite 200, Novato, CA 94949
96
Wealthminder
score

Christopher Gilmor (CRD# 1701597) is an Investment Advisor Representative working at Marin Capital Management in Novato, CA and has over 24 years of experience in the finance industry. Christopher Gilmor 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
Geoffrey A. Hakim
CRD#: 2322348
4040 Civic Center Drive, Suite 200, San Rafael, CA 94903
96
Wealthminder
score

Geoffrey Hakim (CRD# 2322348) is an Investment Advisor Representative working at Marin Capital Management in San Rafael, CA and has over 22 years of experience in the finance industry. Geoffrey Hakim 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.

3
Michael A. Haas
CRD#: 5490416
3835 Cypress Drive, Suite 204, Petaluma, CA 94954
90
Wealthminder
score

Michael Haas (CRD# 5490416) is an Investment Advisor Representative working at Marin Capital Management in Petaluma, CA and has 1 year of experience in the finance industry. Michael Haas 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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