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| Marino Stram and Associates LLC
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|---|---|
| CRD # | 107768 |
| SEC # | 801-72425 |
| CIK # | 0001099762 |
| AUM | 1,405.3 M (2026-06-18) |
| Employees | 19 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-843-3500 |
| Address | 25 Braintree Hill Office Park Braintree, MA 02184 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.7 | ||
| J P Morgan Chase & Co | 8.4 | ||
| Microsoft Corp | 7.4 | ||
| Amazon Com Inc | 4.2 | ||
| Lockheed Martin Corp | 4.0 | ||
| Johnson & Johnson | 3.6 | ||
| BlackRock Inc | 3.5 | ||
| Coca Cola Co | 3.3 | ||
| Alphabet Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 850 | 288.1 |
| (b) Individuals (high net worth individuals) | 474 | 1,078.3 |
| (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 | 14 | 36.9 |
| (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 | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,271 | 1,405.3 |
| By Discretionary | ||
| Discretionary | 3,252 | 1,369.6 |
| Non-Discretionary | 19 | 35.8 |
| Total | 3,271 | 1,405.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,405.3 | |
| Total | 3,271 | 1,405.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001099762] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 29 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Schroder Wealth Management US Limited
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1,402.6 M | |
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CA | 1,400.9 M |
|
Pivot Capital Partners LLC
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IL | 1,400.0 M |
|
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✚
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SC | 1,399.6 M |