National Retirement Planning Experts

National Coverage
Local Professionals

MARATHON CAPITAL MANAGEMENT

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#119416
SEC#801-62793
Assets Managed by Firm$694,279,362
No. of Clients683
No. of Advisors8

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 ClientsAUM
Firm Total683$694,279,362
High net worth individuals289$692,122,847
Charitable organizationsFewer than 5 clients$2,156,515

More Retirement Planning firms in Hunt Valley, Maryland:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
T. ROWE PRICE ASSOCIATES, INC.
100 East Pratt Street
Baltimore, MD, 21202
$1,752,267,028,98846963814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
100 East Pratt Street
Baltimore, MD, 21202
$193,065,874,99768114
BROWN ADVISORY
901 South Bond Street, Suite 400
Baltimore, MD, 21231-3340
$108,331,371,64323317657
PROSHARE ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$65,095,381,946126101
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
$37,701,864,167516254

Explore More Retirement Advisors in Hunt Valley, Maryland