Overview
Assets Under Management: $196 million
Headquarters: WILMINGTON, DE
High-Net-Worth Clients: 5
Average Client Assets: $14.1 million
Frequently Asked Questions
MARVIN & PALMER ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105399), MARVIN & PALMER ASSOCIATES is subject to fiduciary duty under federal law.
MARVIN & PALMER ASSOCIATES is headquartered in WILMINGTON, DE.
MARVIN & PALMER ASSOCIATES serves 5 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, MARVIN & PALMER ASSOCIATES offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
MARVIN & PALMER ASSOCIATES manages $196 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, MARVIN & PALMER ASSOCIATES serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.02%
Average Client Assets: $14.1 million
Total Client Accounts: 7
Discretionary Accounts: 7
Regulatory Filings
CRD Number: 105399
Filing ID: 2049316
Last Filing Date: 2026-03-20 13:55:00