Marathon Trading Group LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and appears to function as a trading or investment vehicle rather than a conventional client-facing advisory firm. Ownership is listed as a mix of a domestic entity and individuals. Publicly available filings show the firm manages sizable positions in public equities and ETFs; there is no indication in the source data that it operates as a capital allocator or that it focuses on ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 27

Active vs passive

$90M in ETFs

Passive

99%

$89.3M

Active

1%

$720K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$43M57,54147.75%

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