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MARVIN & PALMER ASSOCIATES
MARVIN & PALMER ASSOCIATES
WILMINGTON, Delaware
·
5 registered advisors
·
CRD# 105399
SEC# 801-27724
0
302-573-3570
01
Firm Overview
AUM
$95M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
5
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 Management
Retirement Planning
Wealth Management
04
Advisors at MARVIN & PALMER ASSOCIATES
5 registered advisors
Brian David Marvin
WILMINGTON, Delaware
CRD# 2650492
David Fred Marvin
WILMINGTON, Delaware
CRD# 4340227
David L. Schaen
WILMINGTON, Delaware
CRD# 4550696
Stanley Palmer
WILMINGTON, Delaware
CRD# 4340239
Todd David Marvin
WILMINGTON, Delaware
CRD# 1702687
05
Office Locations
WILMINGTON, Delaware
5 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
.