Marathon Trading Group LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
165584
Registered since
January 30, 2013

Firm profile

FINTRX

Overview

Marathon Trading Group LLC is an SEC-registered limited liability company that first registered with the SEC in 2013. FINTRX classifies the firm as unclassified and records ownership as a combination of a domestic entity and an individual. The firm's record indicates it is not a capital allocator, is not active on environmental, social, and governance (ESG) mandates, and is not registered as a multi-state adviser or a pension consultant. Public-facing descriptions of advisory or fee arrangements are not included in the dataset. The entity appears in public filings as an institutional equity holder rather than as a traditional retail wealth manager: its filings show a sizable portfolio of publicly traded securities and exchange-traded funds. The FINTRX entry contains limited detail about client relationships or typical advisory services.

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

Owners & executives

1 of 1
  • Peter Viscardo

    CEOCRD 4064156

Contacts

3 of 10
  • Yash Karnawat

    Yash Karnawat

    Registered RepresentativeCRD 7701062

  • Sharan Rajani

    Sharan Rajani

    Quantitative TraderCRD 7701060

  • Vincent Albanese

    Registered RepresentativeCRD 4709580

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$84.8M in ETFs

Passive

100%

$84.6M

Active

<1%

$170K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$32.3M75,14638.14%

Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
100 W Matsonford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth