Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
San Rafael, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$270,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
300
Avg Client Age
57
Overview

Marin Wealth Advisors is a growing San Francisco Bay Area RIA firm providing expert investment management and financial planning. We're prepared to be a great home for advisors interested in succession, and advisors interested in joining a collegial group of wealth management professionals for many years to come.

We came together as a group of experienced advisors with the intention of creating a great working environment for advisors of all ages, from the recently established professional to the senior advisor interested in a generous and thoughtful succession plan.

We take our responsibilities as fiduciaries seriously and strive to provide the best possible investment and financial planning advice to our clients, whatever their account size. As well, we work hard to manage client accounts in the most transparent and cost-effective way.

If you're interested in starting a meaningful conversation about your vision of the ideal succession plan, or you’re interested in joining our firm for many years to come, please give me a call or send an email. Bob Hunter, Principal and Founder, Marin Wealth Advisors LLC, ___-___-____, ___

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