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Home > Retirement Planners > new york > latham > MARATHON MISSION, INC.
MARATHON MISSION, INC.
930 Albany Shaker Road
Ste 104
Latham, New York 12110
Tel: (518) 689-0773
About MARATHON MISSION, INC.
MARATHON MISSION, INC, formally registered with the SEC as MARATHON MISSION, INC. The firm was established in 07/21/2017. They have over 1 offices throughout the country.
MARATHON MISSION, INC. is a Latham, New York based Financial Planning firm with nearly $154,738,009 assets under management, offering retirement planning & investment advisory services to 528 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288654 |
| SEC# | 801-110817 |
| Assets Managed by Firm | $154,738,009 |
| No. of Clients | 528 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 528 | $154,738,009 |
| Individuals (other than high net worth individuals) | 159 | $36,666,073 |
| High net worth individuals | 64 | $117,569,420 |
| Charitable organizations | 2 | $343,993 |
| Corporations or other businesses | 1 | $158,523 |
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