Marcus
Sitrin

Sitrin Capital Management, LLC

CRD#425541
Investment Advisor
in Los Angeles, CA

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About this Advisor

Marcus Sitrin is a financial advisor located in Los Angeles, California. Currently an investment advisor at Sitrin Capital Management, LLC, Sitrin has an impressive 42 years of professional experience as a registered advisor. Sitrin maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Sitrin can serve customers in California. Over the course of their career, Sitrin has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na and Sitrin Capital Management, LLC. Sitrin Capital Management, LLC is located in Los Angeles, California. In aggregate, Sitrin Capital Management, LLC oversees $454 million in assets across 607 client accounts and retains six staff members. The level of assets currently under the firm's management makes it one of the larger firms in the United States. The firm manages 441 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 31% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Sitrin Capital Management, LLC can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

42 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

2029 Century Park East, Suite 550
Los Angeles, CA 90067

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Sitrin Capital Management, LLC Brokerage Details

Total Assets Under Management

$453,694,010

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

607

CA Average: 3,727
Average Account Size

$747,437

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Marcus Sitrin Work History

Marcus has 42 years of experience.

2016 - Present (5 years)

Sitrin Capital Management, LLC

2012 - 2016 (4 years)

Sitrin Capital Management, LLC

2009 - 2012 (3 years)

Bank Of America,Na

1978 - 2012 (34 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Marcus Sitrin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sitrin Capital Management, LLC

Scott Sitrin
New York, NY
Ryan Sitrin
Los Angeles, CA
Efren Bolisay
Los Angeles, CA
Marcus Sitrin
Los Angeles, CA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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