MARIN FINANCIAL GROUP

MARIN FINANCIAL GROUP is an SEC-registered investment adviser (CRD 288327). Regulatory assets under management: $4.8M.

Registration

• CRD: 288327
• Type: Registered investment adviser
• Phone: 614-580-8911
• Latest filing: 2025-08-11
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.1M
• Non-discretionary AUM: $700K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288327 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search