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- Custodian
- Charles Schwab & Company · Goldman Sachs · T. Rowe Price
- Clients
- Retail
- Platforms
- Delta deltaFrontier bridge
- Established Date
- 09-01-2020
- Office Locations
- 1
Office Locations
About Marina Wealth Advisors
Marina Wealth Advisors is a Los Angeles-based, fee-only fiduciary providing discretionary investment management plus financial planning and tax strategies. Focused on business owners and 50+ pre-retirees (including empty nesters and inheritors), the team integrates cash-flow planning, real estate and legacy planning, and family-office style coordination with CPAs. Custodies assets at Charles Schwab and has been featured in major media.
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Owner & Executives
NOAH H DAMSKY
Chief Compliance Officer, PRINCIPAL
- CRD
- #5824699
- Ownership
- 50% but less than 75%
STEPHANIE GOSS DAMSKY
Director Of Capital Markets, PRINCIPAL
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,948,255 | -- |
| Non-Discretionary | $344,138 | -- |
| Total | $36,292,393 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,292,393
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $710,450,862 | 16.5% |
| U.S. Government/Agency | $1,222,836,635 | 28.4% |
| Equity - Exchange | $775,037,304 | 18.0% |
| Cash | $607,112,555 | 14.1% |
| Private Funds | $990,325,444 | 23.0% |
| Total | $4,305,762,800 | 100.0% |