TM
CFA
TM
CFA

Todd David Marvin

28 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
8 clients
Average Client Portfolio
$21.1M average
Assets Under Management
$169.0M

Fee Structure

Financial Planning:Investment management only
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Location

1201 N. Market Street, Suite 2300, Wilmington, DE, 19801-1165

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Marvin & Palmer Associates
July 1997 - Present · 28 yrs 7 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.