Marin Wealth Advisors LLC

Marin Wealth Advisors LLC (CRD# 123237) is a financial advisory firm headquartered in San Rafael, CA. They manage $80,000,000 in 250 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $320,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

Financial Advisors at Marin Wealth Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Edward J. Burke
CRD#: 701270
899 Northgate Dr., Suite 300, San Rafael, CA 94903
93
Wealthminder
score

Edward Burke (CRD# 701270) is an Investment Advisor Representative working at Marin Wealth Advisors LLC in San Rafael, CA and has over 30 years of experience in the finance industry.

2
Robert C. Hunter
CRD#: 1130193
899 Northgate Dr., Suite 300, San Rafael, CA 94903
93
Wealthminder
score

Robert Hunter (CRD# 1130193) is an Investment Advisor Representative working at Marin Wealth Advisors LLC in San Rafael, CA and has over 33 years of experience in the finance industry.

3
Richard L. Davey
CRD#: 6009302
899 Northgate Dr., Suite 300, San Rafael, CA 94903
90
Wealthminder
score

Richard Davey (CRD# 6009302) is an Investment Advisor Representative working at Marin Wealth Advisors LLC in San Rafael, CA and has over 4 years of experience in the finance industry.

4
Gerald A. Fegler
CRD#: 2230020
899 Northgate Dr., Suite 300, San Rafael, CA 94903
90
Wealthminder
score

Gerald Fegler (CRD# 2230020) is an Investment Advisor Representative working at Marin Wealth Advisors LLC in San Rafael, CA and has over 8 years of experience in the finance industry.

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