DAVID N. SHORE
Legal name: MARIN FINANCIAL ADVISORS
CRD #113582 SEC #801-60407 LARKSPUR, CA 415-925-1212
SEC Registered
Total AUM
$88M
Discretionary
$88M
Employees
5
Clients
26
Accounts
145
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHORE, DAVID, NATHAN | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHORE, DAVID, NATHAN | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHORE, DAVID, NATHAN | I | SOLE PROPRIETOR/CHIEF COMPLIANCE OFFICER | E | Control |
| SHORE, DAVID, NATHAN | I | SOLE PROPRIETOR | E | Control |
| SHORE, DAVID, NATHAN | I | SOLE PROPRIETOR | E | Control |
| SHORE, DAVID, NATHAN | I | SOLE PROPRIETOR | E | Control |
Registrations
Federal
IA
Sep 8, 2005 REGISTERED
Notice Filings (2)
CA NY
Address
80 E. SIR FRANCIS DRAKE BLVD.SUITE 1A
LARKSPUR, CA 94939
USA
Phone: 415-925-1212