Marram Investment Management, LLC

Marram Investment Management, LLC (CRD# 155821) is a financial advisory firm headquartered in Los Angeles, CA. They manage $9,850,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $164,167
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Marram Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey M. McCarthy
CRD#: 4220902
300 Berry Street, #1112, San Francisco, CA 94158
93
Wealthminder
score

Jeffrey McCarthy (CRD# 4220902) is an Investment Advisor Representative working at Marram Investment Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

2
Vivian Y. Chen
CRD#: 4677159
3343 Rowena Avenue, Los Angeles, CA 90027
90
Wealthminder
score

Vivian Chen (CRD# 4677159) is an Investment Advisor Representative working at Marram Investment Management, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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