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James Patrick Fitzmaurice

MARIN BAY WEALTH ADVISORS, LLC·SAUSALITO, California
Unclaimed Profile
1 HARBOR DR. SUITE 300, SAUSALITO, CA 94965CRD# 1670867Firm CRD# 289184
01

About

James Patrick Fitzmaurice is a registered financial advisor based in SAUSALITO, California, affiliated with MARIN BAY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MARIN BAY WEALTH ADVISORS, LLC
MARIN BAY WEALTH ADVISORS, LLC
AUM
$290M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MARIN BAY WEALTH ADVISORS, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1670867
Firm CRD# 289184
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Patrick Fitzmaurice offer?
James Patrick Fitzmaurice specializes in Investment Management, Fee-Only Advisory. Contact their office in SAUSALITO, California for a consultation.
What are James Patrick Fitzmaurice's credentials?
James Patrick Fitzmaurice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Fitzmaurice located?
James Patrick Fitzmaurice is based in SAUSALITO, California, working with MARIN BAY WEALTH ADVISORS, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does James Patrick Fitzmaurice charge for services?
James Patrick Fitzmaurice's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARIN BAY WEALTH ADVISORS, LLC?
MARIN BAY WEALTH ADVISORS, LLC has approximately 2 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARIN BAY WEALTH ADVISORS, LLC

Joseph Michael Haberman
SAUSALITO, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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