Marvin & Palmer Associates

Marvin & Palmer Associates (CRD# 105399) is a financial advisory firm headquartered in Wilmington, DE. They manage $94,910,899 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 Bellevue Parkway, Ste 220, Wilmington, DE 19809
http://www.marvinandpalmer.com
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $8,628,264
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE

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

Todd Marvin (CRD# 1702687) is an Investment Advisor Representative working at Marvin & Palmer Associates in Wilmington, DE and has over 28 years of experience in the finance industry.

2
Stanley Palmer, financial advisor Steilacoom WA
Stanley Palmer
CRD#: 4340239
Steilacoom, WA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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