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MARIN FINANCIAL GROUP

MARIN FINANCIAL GROUP INC

CRD 288327

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$4.8M

Discretionary AUM

$4.1M

Team

1 total employees; 1 advisory reps; 7 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2025-08-11

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals4$2.5M
High net worth individuals3$2.3M

Official SEC filing: View on IAPD