MARVIN & PALMER ASSOCIATES

WILMINGTON, Delaware·12 registered advisors·CRD# 105399
SEC# 801-277240302-573-3570
01

Firm Overview

AUM
$95M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at MARVIN & PALMER ASSOCIATES

12 registered advisors
Brian David Marvin
WILMINGTON, Delaware
David Fred Marvin
WILMINGTON, Delaware
David L. Schaen
WILMINGTON, Delaware
Gilbert Hahn
WILMINGTON, Delaware
Jennifer Mattes Larocca
WILMINGTON, Delaware
Jo-Anne Robin Kaplan
WILMINGTON, Delaware
Karen Twaddell Buckley
WILMINGTON, Delaware
Madelyn Bosko Smith
WILMINGTON, Delaware
Stanley Palmer
WILMINGTON, Delaware
Stephen D Marvin
WILMINGTON, Delaware
The Rt Hon Lord Moore
WILMINGTON, Delaware
Todd David Marvin
WILMINGTON, Delaware
05

Office Locations

WILMINGTON, Delaware
12 advisors

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Data sourced from SEC Form ADV filings. MARVIN & PALMER ASSOCIATES (CRD# 105399) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.