Marine & Roubiboux Inc (Westlake Village)

Marine & Roubiboux Inc is a large advisory firm based in Westlake Village. It manages $48.92 million of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Texas.

Marine & Roubiboux 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.

Marine & Roubiboux: assets under management

The assets under management (AUM) of Marine & Roubiboux Inc is $48.92 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.23 million in discretionary accounts and $1.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $230.38 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $844.21 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marine & Roubiboux Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Marine & Roubiboux Inc

Erwin Marine has been acting as President since 1 Aug 1997. Marsha Lynn Roubidoux joined the executive team most recently as the President/Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Erwin Marine	Ceo/president	1 Aug 1997	50% - 75%	1060406
Marsha Lynn Roubidoux	Cfo/secretary	1 Aug 1997	25% - 50%	1266597
Luanne Christine Marine	Vice president	1 Aug 1997	Other	2781700
Nolan Roubidoux Trust	Owner	1 Sep 2001	25% - 50%	xxx-xx-xxxx
Marine Family Trust	Owner	1 Oct 2001	50% - 75%	xxx-xx-xxxx
Marsha Lynn Roubidoux	President/cco	1 Jun 2004	Other	1266597
Peter James Nolan	Cfo/secretary	1 Jun 2004	Other	4650118

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Erwin Marine	Trustee	1 Mar 1990	Other	1060406
Luanne Christine Marine	Trustee	1 Mar 1990	Other	2781700
Marsha Lynn Roubidoux	Trustee	1 Sep 2001	Other	1266597
Peter James Nolan	Trustee	1 Sep 2001	Other	4650118

Based in Westlake Village

The principal office where Marine & Roubiboux 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.