MARATHON CAPITAL MANAGEMENT

4 North Park Drive
Suite 106
Hunt Valley, Maryland 21030-1806
Tel: 410-329-1522

About MARATHON CAPITAL MANAGEMENT

MARATHON CAPITAL MANAGEMENT, formally registered with the SEC as MARATHON CAPITAL MANAGEMENT. The firm was established in 02/20/2004. They have over 1 offices throughout the country.

MARATHON CAPITAL MANAGEMENT is a Hunt Valley, Maryland based Financial Planning firm with nearly $694,279,362 assets under management, offering retirement planning & investment advisory services to 683 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119416
SEC#	801-62793
Assets Managed by Firm	$694,279,362
No. of Clients	683
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	683	$694,279,362
High net worth individuals	289	$692,122,847
Charitable organizations	Fewer than 5 clients	$2,156,515

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