MARATHON WEALTH MANAGEMENT, INC.

534 Broadhollow Road
Suite 420
Melville, New York 11747
Tel: (631) 760-8385

About MARATHON WEALTH MANAGEMENT, INC.

MARATHON WEALTH MANAGEMENT, INC, formally registered with the SEC as MARATHON WEALTH MANAGEMENT, INC. The firm was established in 09/08/2017. They have over 2 offices throughout the country.

MARATHON WEALTH MANAGEMENT, INC. is a Melville, New York based Financial Planning firm with nearly $134,372,145 assets under management, offering retirement planning & investment advisory services to 210 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289119
SEC#	801-111648
Assets Managed by Firm	$134,372,145
No. of Clients	210
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	210	$134,372,145
Individuals (other than high net worth individuals)	29	$14,372,145
High net worth individuals	40	$120,000,000

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