930 Albany Shaker Road
Ste 104
Latham, New York 12110
Tel: (518) 689-0773
MARATHON MISSION, formally registered with the SEC as MARATHON MISSION. The firm was established in 07/21/2017. They have over 1 offices throughout the country.
MARATHON MISSION is a Latham, New York based Financial Planning firm with nearly $105,075,923 assets under management, offering retirement planning & investment advisory services to 481 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 288654 |
SEC# | 801-110817 |
Assets Managed by Firm | $105,075,923 |
No. of Clients | 481 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 481 | $105,075,923 |
Individuals (other than high net worth individuals) | 160 | $29,244,173 |
High net worth individuals | 54 | $75,398,262 |
Charitable organizations | 1 | $348,142 |
Corporations or other businesses | 1 | $85,346 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$11,491,898,634,658 | 32 | 2 | |
$2,011,986,210,191 | 52157 | 3116 | |
$1,577,579,815,722 | 171341 | 1351 | |
$1,185,061,196,999 | 2233188 | 28000 | |
$1,163,046,943,604 | 2220 | 6491 |
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