San Marino Wealth Management
San Marino Wealth Management (CRD# 132764) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $2,050,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$683,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Gary Schmidt (CRD# 4859763) is an Investment Advisor Representative working at San Marino Wealth Management in San Marino, CA and has 1 year of experience in the finance industry. Gary Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.