Marathon Mission, Inc.

RIASEC Registered
Total AUM
$177M
Discretionary
$177M
100% of AUM
Avg account
$342K
Accounts
518
Employees
3
Advisory reps
3

Firm details

Headquarters
Latham, New York
CRD number
288654
Registered since
July 21, 2017
Website
marathon-mission.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.89%
  • Individuals22.49%
  • Charitable Organizations0.46%
  • Corporations / Businesses0.16%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Marathon Mission, Inc. is an independent registered investment adviser that has been SEC-registered since 2017. The firm is organized as a corporation with individual ownership and serves both individual & family and institutional clients. Its revenue model combines percentage-of-AUM fees with fixed fees. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Marathon Mission does not identify as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Public Funds/Mutual Funds 85%, Exchange Traded Equities 13%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities13%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Michael Ryan

    Michael Ryan

    PresidentCRD 2212989

  • Laura Sodorsky

    Investment Adviser RepresentativeCRD 7169801

  • Jason Dongelewic

    Jason Dongelewic

    Client Service AssociateCRD 8180980

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$262M in ETFs

Passive

98%

$255M

Active

0%

$6.3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV)State StreetPassiveLarge Value$30.5M498,15611.64%
Unlock additional holdings →

Location

Primary office

Latham, NY

Albany

Location

Latham, NY

Headquartered in Latham, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Albany
Address
930 Albany Shaker Rd
Time zone
ET (UTC-5)
Office locations

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