Marine & Roubidoux, Inc. is a large advisory firm based in Westlake Village. It manages $34.66 million of regulatory assets for 184 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, and Texas.
Marine & Roubidoux provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Marine & Roubidoux, Inc. is $34.66 million. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Marine & Roubidoux, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marsha Lynn Roubidoux has been acting as President since 1 Jun 2004. Peter James Nolan joined the executive team most recently as the Cfo/Secretary.
The principal office where Marine & Roubidoux, Inc. performs its advisory services is located at 3625 East Thousand Oaks Blvd, Westlake Village, CA 91362, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-496-6810 or by fax 805-496-0630. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.