RIA Intel›Advisers›California›KEN MARINACE & ASSOCIATES, INC

KEN MARINACE & ASSOCIATES, INC

Advisory

N·BURBANK, CA

Data as of Mar 25, 2016 · Source: SEC Form ADV

Total AUM

$115M

1-Year AUM Growth

-33.4%

3-Year CAGR

-10.0%

Employees

2

Assets Under Management

Total AUM$115M

Discretionary AUM$40M

Non-Discretionary AUM$75M

Discretionary %34.6%

Total Clients—

Team

Total Employees2

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingJun 14, 2005

Latest FilingMar 25, 2016

🔒 Full AUM trend chart and 14 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KEN MARINACE & ASSOCIATES, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.