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| Happy Holidays!! thanks for using AUM13F!! |
| Marin Financial Advisors LLC
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|---|---|
| CRD # | 135872 |
| SEC # | 801-65355 |
| CIK # | |
| AUM | $487.7 M (2025-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-925-1212 |
| Address | 80 East Sir Francis Drake Blvd Larkspur, CA 94939 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 30.8 |
| (b) Individuals (high net worth individuals) | 104 | 300.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 154.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 487.7 |
| By Discretionary | ||
| Discretionary | 518 | 483.6 |
| Non-Discretionary | 6 | 4.1 |
| Total | 524 | 487.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.7 | |
| Total | 524 | 487.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Poehling Capital Management Inc
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|
WI | 0.5 |
|
Saybrook Capital Corp
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NY | 0.5 |
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Everpar Advisors LLC
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OK | 0.5 |
|
USAdvisors Wealth Management LLC
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MN | 0.5 |
|
Halter Ferguson Financial Inc
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IN | 0.5 |
|
Dedora Capital Inc
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CA | 0.5 |
|
Milestone Financial Planning LLC
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|
NH | 0.5 |
|
Litvak Wealth LLC
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|
CT | 0.5 |
|
Vela Investment Management LLC
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|
OH | 0.5 |
|
Affiliated Private Investors LLC
✚
|
FL | 0.5 |