Marvin & Palmer Associates
Marvin & Palmer Associates is an SEC-registered wealth manager in Wilmington, DE with $195.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Marvin & Palmer Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105399, SEC 801-27724, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $195.7M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Wilmington, DE
- Employees
- 7
- Clients
- 7
- CRD
- 105399
- Ownership
- BUCKLEY, KAREN, TWADDELL; MOORE, THE RT HON LORD; HAHN, GILBERT; SMITH, MADELYN, BOSKO; MARVIN, TODD, DAVID
How much AUM does Marvin & Palmer Associates have?
Marvin & Palmer Associates reported $195.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Marvin & Palmer Associates?
Disclosed owners and executives of Marvin & Palmer Associates include BUCKLEY, KAREN, TWADDELL, MOORE, THE RT HON LORD, HAHN, GILBERT, SMITH, MADELYN, BOSKO, MARVIN, TODD, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.