Marathon Investments, LLC
RIAState Registered
Total AUM
$10.1M
Discretionary
$10.1M
100% of AUM
Avg account
$361K
Accounts
28
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156353
- Website
- marathon-investments.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.5%
- Individuals49.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Marathon Investments, LLC is an individual-owned limited liability company that operates as an independent registered investment adviser at the state level in Connecticut. The firm focuses on portfolio management for individuals, families and small businesses and charges clients on a percentage-of-assets-under-management basis. Marathon reports an equity-oriented mandate, does not pursue ESG investing as an emphasis, and conducts advisory activity primarily within its home state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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