Marathon Investments, LLC

RIASEC 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
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI50.5%
  • Individuals49.5%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Marathon Investments, LLC is an independently owned limited liability company that operates as a small, independent registered investment adviser focused on individual and family clients. The firm provides portfolio management services for individuals and small businesses and charges fees based on a percentage of assets under management. According to the available filings, Marathon Investments is not positioned as a capital allocator or pension consultant, it does not identify as an active ESG investor, and it is not registered as a multi-state adviser. The SEC registration year is not listed in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Hendrik Dijs

    PresidentCRD 2161469

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth