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Marin Bay Wealth Advisors, LLC Overview
Type
Family Office - Multi
General Information
Marin Bay Wealth Advisors, LLC is a multi-family office headquartered in Sausalito. Founded in 2017, the firm was established by investment professionals Joseph Haberman and James Fitzmaurice to provide fee-based, discretionary and non-discretionary portfolio management, holistic financial planning and adviser-selection services for affluent families across nine states, and it supervises close to $290 million in regulatory assets under management .
Contact Information
Website:
Year Founded:
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Corporate Office:
1 Harbor Drive, Sausalito, CA, United States
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