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| Marin Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 123237 |
| SEC # | 801-113162 |
| CIK # | |
| AUM | $296.0 MM (2024-03-28) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 415-458-5880 |
| Address | 899 Northgate Dr, Suite 300 San Rafael, CA 94903 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 214.7 |
| (b) Individuals (high net worth individuals) | 270 | 80.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 866 | 296.0 |
| By Discretionary | ||
| Discretionary | 866 | 296.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 866 | 296.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 296.0 | |
| Total | 866 | 296.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mendel Money Management Inc
✚
|
IL | 0.3 |
|
Sitrin Capital Management LLC
✚
|
CA | 0.3 |
|
Alternative Investment Advisors LLC
✚
|
FL | 0.3 |
|
Capital Consulting & Asset Management Inc
✚
|
NE | 0.3 |
|
Pillar Wealth Advisors LLC
✚
|
PA | 0.3 |
|
Register Financial Advisors LLC
✚
|
GA | 0.3 |
|
Congress Park Capital LLC
✚
|
NY | 0.3 |
|
Family Capital Management Inc
✚
|
MI | 0.3 |
|
Burns Matteson Capital Management LLC
✚
|
NY | 0.3 |
|
Regimen Wealth LLC
✚
|
GA | 0.3 |