$128.1M Total AUM
$128.1M Disc. AUM
-- 3Y CAGR
2 Employees
142 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-17-1996
- Office Locations
- 2
Office Locations
1440 Dutch Valley Place Suite 955 Atlanta GA
58 Broad Street Suite 1C Charleston SC
About THE Marin Group Inc.
The Marin Group provides proactive, goals-based wealth management and financial planning, building customized investment strategies and personalized portfolios for retail clients, including entrepreneurs. Services include portfolio construction plus tax and estate planning. The firm has served clients since 1997, and offers client account access through Charles Schwab.
Team overview
46 AVG AGE
$64.0M AVG AUM / ADVISOR
$901.9K AVG AUM / CLIENT
21.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
GARY LEE GERALD
President
- CRD
- #1858283
- Ownership
- 50% but less than 75%
Available
Available
Available
H
H. ARMIN MAIER
Broker, VICE PRESIDENT
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,065,838 | -- |
| Non-Discretionary | $0 | -- |
| Total | $128,065,838 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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