MARATHON WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2017

Total AUM

$151M

Discretionary

$151M

100% of AUM

Avg account

$753K

Accounts

200

Employees

Advisory reps

Firm details

Headquarters: MELVILLE, New York
CRD number: 289119
Registered since: September 8, 2017
Website: www.marathonwealth.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89%
Individuals11%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Marathon Wealth Management, Inc. is an independent, SEC-registered advisory firm that operates as a corporation and is owned by an individual. The firm describes its clientele as individuals and families and functions as a capital allocator, meaning it places client capital with third-party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-assets, hourly billing, and fixed fees. Marathon does not identify as an active ESG investor and is not registered as a multi-state adviser.