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David Nathan Shore

MARIN FINANCIAL ADVISORS LLC·LARKSPUR, California
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80 EAST SIR FRANCIS DRAKE BLVD, LARKSPUR, CA 94939CRD# 1137901Firm CRD# 135872
01

About

David Nathan Shore is a registered financial advisor based in LARKSPUR, California, affiliated with MARIN FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARIN FINANCIAL ADVISORS LLC
MARIN FINANCIAL ADVISORS LLC
AUM
$448M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MARIN FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1137901
Firm CRD# 135872
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Nathan Shore offer?
David Nathan Shore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LARKSPUR, California for a consultation.
What are David Nathan Shore's credentials?
David Nathan Shore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Nathan Shore located?
David Nathan Shore is based in LARKSPUR, California, working with MARIN FINANCIAL ADVISORS LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does David Nathan Shore charge for services?
David Nathan Shore's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARIN FINANCIAL ADVISORS LLC?
MARIN FINANCIAL ADVISORS LLC has approximately 2 employees and manages $448M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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