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Barbara Friedman Luzzatto

MARLIN MANAGEMENT COMPANY, LLC·HERMOSA BEACH, California
Clean recordMARLIN MANAGEMENT COMPANY, LLC
338 PIER AVE, HERMOSA BEACH, CA 90254CRD# 1620302Firm CRD# 160672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barbara Friedman Luzzatto · HERMOSA BEACH, CA
Registration
CRD #1620302 · MARLIN MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Barbara Friedman Luzzatto is a registered financial advisor based in HERMOSA BEACH, California, affiliated with MARLIN MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MARLIN MANAGEMENT COMPANY, LLC
MARLIN EQUITY PARTNERS
AUM
$8.6B
Regulatory assets under management
Employees
75
Total firm employees
View all advisors at MARLIN MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1620302
Firm CRD# 160672
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Friedman Luzzatto offer?
Barbara Friedman Luzzatto specializes in Retirement Planning. Contact their office in HERMOSA BEACH, California for a consultation.
What are Barbara Friedman Luzzatto's credentials?
Barbara Friedman Luzzatto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Friedman Luzzatto located?
Barbara Friedman Luzzatto is based in HERMOSA BEACH, California, working with MARLIN MANAGEMENT COMPANY, LLC. Their office serves clients in the HERMOSA BEACH metropolitan area and surrounding communities.
How does Barbara Friedman Luzzatto charge for services?
Barbara Friedman Luzzatto's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARLIN MANAGEMENT COMPANY, LLC?
MARLIN MANAGEMENT COMPANY, LLC has approximately 75 employees and manages $8.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARLIN MANAGEMENT COMPANY, LLC

Corina Mcgovern
HERMOSA BEACH, CA
David Alberto Correa
HERMOSA BEACH, CA
David Michael Mcgovern
HERMOSA BEACH, CA
Jerry Katz
HERMOSA BEACH, CA

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Research
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