Marvin & Palmer Associates
Marvin & Palmer Associates (CRD# 105399) is a financial advisory firm headquartered in Wilmington, DE. They manage $94,910,899 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management95MILLION
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$8,628,264
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE
Financial Advisors at Marvin & Palmer Associates
1
Todd Marvin (CRD# 1702687) is an Investment Advisor Representative working at Marvin & Palmer Associates in Wilmington, DE and has over 28 years of experience in the finance industry.
2
Stanley Palmer (CRD# 4340239) is an Investment Advisor Representative working at Marvin & Palmer Associates in Steilacoom, WA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.