Marlin Investments LLC is a large advisory firm based in Sulphur. It manages $60.78 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001.
Marlin Investments provides portfolio management for individuals and small businesses. 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 Marlin Investments LLC is $60.78 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% 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 Marlin Investments LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Joseph Broussard has served as the Chief Investment Officer since 1 Aug 1996. Dorothy Sonnier Lawton joined the executive team most recently as the Member.
The principal office where Marlin Investments LLC performs its advisory services is located at 101 North Huntington, Sulphur, LA 70663, 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 337-527-5221 or by fax 337-527-5276. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.