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MARVIN & PALMER ASSOCIATES

WILMINGTON, DE · CRD 105399 · IAPD ↗ · marvinandpalmer.com · 302-573-3570

$195.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — MARVIN & PALMER ASSOCIATES reported RAUM up 78% ($94.9M -> $169.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — MARVIN & PALMER ASSOCIATES reported RAUM down 66% ($281.6M -> $94.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.