Marin Financial Advisors LLC
Marin Financial Advisors LLC (CRD# 135872) is a financial advisory firm headquartered in Larkspur, CA. They manage $403,141,174 in 497 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Marin Financial Advisors LLC
By the Numbers
-
Total Assets Under Management403MILLION
-
Total Number of Accounts497ACCOUNTS
-
Average Account Value$811,149
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Marin Financial Advisors LLC
1
Colin Drake (CRD# 4550311) is an Investment Advisor Representative working at Marin Financial Advisors LLC in Larkspur, CA and has 1 year of experience in the finance industry.
2
David Shore (CRD# 1137901) is an Investment Advisor Representative working at Marin Financial Advisors LLC in Larkspur, CA and has over 36 years of experience in the finance industry.
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