Overview
Assets Under Management: $134 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 210
Discretionary Accounts: 210
Regulatory Filings
CRD Number: 289119
Last Filing Date: 2025-02-21 00:00:00
Website: https://marathonwealth.net