Marvin & Palmer Associates

Marvin & Palmer Associates (CRD# 105399) is a financial advisory firm headquartered in Wilmington, DE. They manage $180,050,976 in 11 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $16,368,271
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

DE, WA

Financial Advisors at Marvin & Palmer Associates
Showing 1 - 2 of 2 top financial advisors.
1
Todd D. Marvin
CRD#: 1702687
1201 N. Market Street, Suite 2300, Wilmington, DE 19801
96
Wealthminder
score

Todd Marvin (CRD# 1702687) is an Investment Advisor Representative working at Marvin & Palmer Associates in Wilmington, DE and has over 21 years of experience in the finance industry.

2
Stanley Palmer
CRD#: 4340239
Steilacoom, WA
90
Wealthminder
score

Stanley Palmer (CRD# 4340239) is an Investment Advisor Representative working at Marvin & Palmer Associates in Steilacoom, WA and has 1 year of experience in the finance industry.

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