The Marin Group Inc.

The Marin Group Inc. (CRD# 125217) is a financial advisory firm headquartered in Atlanta, GA. They manage $37,993,288 in 253 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $150,171
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

FL, GA, NC, SC, TX

Financial Advisors at The Marin Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Dianne M. Martin
CRD#: 1498894
1440 Dutch Valley Place, Suite 955, Atlanta, GA 30324
96
Wealthminder
score

Dianne Martin (CRD# 1498894) is an Investment Advisor Representative working at The Marin Group Inc. in Atlanta, GA and has over 30 years of experience in the finance industry. Dianne Martin 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.

2
Gary L. Gerald
CRD#: 1858283
58 Broad Street, Suite 2d, Charleston, SC 29401
93
Wealthminder
score

Gary Gerald (CRD# 1858283) is an Investment Advisor Representative working at The Marin Group Inc. in Charleston, SC and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.