4 North Park Drive
Suite 106
Hunt Valley, Maryland 21030-1806
Tel: 410-329-1522
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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