RIA Intel›Advisers›Massachusetts›MARINO, STRAM AND ASSOCIATES LLC

MARINO, STRAM AND ASSOCIATES LLC

Advisory

N·BRAINTREE, MA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM

$1.4B

1-Year AUM Growth

+15.2%

3-Year CAGR

+7.1%

Employees

8

Assets Under Management

Total AUM$1.4B

Discretionary AUM$1.4B

Non-Discretionary AUM$36M

Discretionary %97.5%

Total Clients1,318

Team

Total Employees8

Investment Advisers19

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record50

First FilingMar 19, 2001

Latest FilingFeb 12, 2026

🔒 Full AUM trend chart and 50 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 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 MARINO, STRAM AND ASSOCIATES LLC

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