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MARIN BAY WEALTH ADVISORS, LLC
MARIN BAY WEALTH ADVISORS, LLC
SAUSALITO, California
·
2 registered advisors
·
CRD# 289184
SEC# 801-111030
0
415-944-6457
01
Firm Overview
AUM
$290M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at MARIN BAY WEALTH ADVISORS, LLC
2 registered advisors
James Patrick Fitzmaurice
SAUSALITO, California
CRD# 1670867
Joseph Michael Haberman
SAUSALITO, California
CRD# 3257349
05
Office Locations
SAUSALITO, California
2 advisors
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Data sourced from SEC Form ADV filings. MARIN BAY WEALTH ADVISORS, LLC (CRD# 289184) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.