Marino, Stram & Associates is an investment advisor in Braintree with $978.09 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
271497719
SEC advisor number
801-72425
FINRA CRD number
107768
AUM ?
$978.09 mm
(as of 9 Sep 22)
Accounts
2,899
(as of 9 Sep 22)
Employees
18
(8 investment advisory or research)
Address
Marino, Stram & Associates
25 BRAINTREE HILL PARK
SUITE 205
BRAINTREE
MA 02184
25 BRAINTREE HILL PARK
SUITE 205
BRAINTREE
MA 02184
Office hours
Monday - Friday, 9:00 A.M.-5:00 P.M.
Phone
781-843-3500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Marino, Paul, M. | Financial Advisor, Managing Director | 05/2011 | 25-50% |
Stram, Richard, Eric | Financial Advisor, Managing Director and CCO | 06/2011 | 25-50% |
Cammarata, Michael, Paul | Financial Advisor, Partner | 08/2014 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22