Marvin & Palmer Associates Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Marvin & Palmer Associates, registered in 1986, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Marvin & Palmer Associates manages $193.6 million and provides investment advisory services for 7 clients (1:7 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 15
Minimum Investment No data
Average Client Balance $27,651,305
Total AUM $193.6 million
Advisor / Client Ratio 1:7
Headquarters 200 Bellevue Parkway, Ste 220 Wilmington, DE 19809-3727
SEC Filings View SEC IAPD CRD #105399
State(s) Registered DE

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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.