Todd David Marvin

CFA

Marvin & Palmer Associates

28 Years of Experience

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Areas of Practice

Investment Management

Marvin & Palmer Associates

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

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.

Employment History

Current Registrations

Marvin & Palmer Associates

July 1997 - Present · 28 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.