$4.8M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
8 yrs Firm Age
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- Custodian
- Pershing · Prudential · SEI
- Clients
- Retail
- Platforms
- Meridian peak
- Established Date
- 04-03-2018
- Office Locations
- 1
Office Locations
-- Katy TX
About Marin Financial Group
Marin Financial Group (Marin Financial Advisors) provides personalized financial planning and investment advice for professionals, families, business owners and inheritors navigating retirement, sudden wealth, divorce and complex multi-account portfolios. The firm emphasizes disciplined, sensible investing and asset-allocation across equities and fixed income (often via mutual funds). It is joining Wealthspire Advisors through an acquisition.
Team overview
-- AVG AGE
$4.8M AVG AUM / ADVISOR
$342.9K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Delta element
Client Personas
Harbor timber
CRM
Fusion foundation
Custodian
Vector vital
Investment Themes
Quantum
Investment Vehicles
Unison
Services
Value value Oak vital Prime glacier
Technology
Harbor radial
Owner & Executives
M
MICHAEL DAVID MARIN
President
- CRD
- #3006073
- Ownership
- 75% or more
(425) 434-5880
vector.foundation@northcapital.com
in linkedin.com/in/unison-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,100,000 | -- |
| Non-Discretionary | $700,000 | -- |
| Total | $4,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,800,000
Equity - OTC:
13.9% Corporate - Investment Grade:
28.1% Cash:
28.8% Corporate - Non-Investment Grade:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,066,322,183 | 13.9% |
| Corporate - Investment Grade | $2,155,658,515 | 28.1% |
| Cash | $2,209,358,193 | 28.8% |
| Corporate - Non-Investment Grade | $2,240,043,724 | 29.2% |
| Total | $7,671,382,615 | 100.0% |