Overview
Assets Under Management: $329 million
Headquarters: SAUSALITO, CA
High-Net-Worth Clients: 133
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 401
Discretionary Accounts: 226
Non-Discretionary Accounts: 175
Regulatory Filings
CRD Number: 289184
Last Filing Date: 2025-01-29 00:00:00
Website: https://marinbaywealthadvisors.com