Marin Financial Advisors LLC

Marin Financial Advisors LLC (CRD# 135872) is a financial advisory firm headquartered in Larkspur, CA. They manage $410,506,000 in 791 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    411
    MILLION
  • Total Number of Accounts
    791
    ACCOUNTS
  • Average Account Value
    $518,971
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, NY

Financial Advisors at Marin Financial Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Timothy C. Harrington
CRD#: 2595897
80 East Sir Francis Drake Blvd, Suite 1a, Larkspur, CA 94939
96
Wealthminder
score

Timothy Harrington (CRD# 2595897) is an Investment Advisor Representative working at Marin Financial Advisors LLC in Larkspur, CA and has over 21 years of experience in the finance industry. Timothy Harrington 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
David N. Shore
CRD#: 1137901
80 East Sir Francis Drake Blvd, Suite 1a, Larkspur, CA 94939
96
Wealthminder
score

David Shore (CRD# 1137901) is an Investment Advisor Representative working at Marin Financial Advisors LLC in Larkspur, CA and has over 29 years of experience in the finance industry.

3
Kevin C. Root
CRD#: 5553574
80 East Sir Francis Drake Blvd, Suite 1a, Larkspur, CA 94939
93
Wealthminder
score

Kevin Root (CRD# 5553574) is an Investment Advisor Representative working at Marin Financial Advisors LLC in Larkspur, CA and has over 7 years of experience in the finance industry.

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