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MARATHON MISSION

930 Albany Shaker Road
Ste 104
Latham, New York 12110
Tel: (518) 689-0773

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About MARATHON MISSION

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.

Firm Information

SEC Current StatusApproved
Firm CRD#288654
SEC#801-110817
Assets Managed by Firm$105,075,923
No. of Clients481
No. of Advisors2

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total481$105,075,923
Individuals (other than high net worth individuals)160$29,244,173
High net worth individuals54$75,398,262
Charitable organizations1$348,142
Corporations or other businesses1$85,346

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