Overview
Assets Under Management: $694 million
Headquarters: HUNT VALLEY, MD
High-Net-Worth Clients: 289
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 289
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.69
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 683
Discretionary Accounts: 683
Regulatory Filings
CRD Number: 119416
Last Filing Date: 2025-02-21 00:00:00
Website: https://insidemarathon.com