Marin Wealth Advisors LLC
Marin Wealth Advisors LLC (CRD# 123237) is a financial advisory firm headquartered in San Rafael, CA. They manage $295,995,463 in 866 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management296MILLION
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Total Number of Accounts866ACCOUNTS
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Average Account Value$341,796
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, MA, NH, NY, OR, TX, WA
Financial Advisors at Marin Wealth Advisors LLC
1
Linda Nielsen (CRD# 7573012) is an Investment Advisor Representative working at Marin Wealth Advisors LLC in San Rafael, CA and has 1 year of experience in the finance industry.
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