
103 Brilliant Ave
Suite C
Pittsburgh, PA 15215
740-282-5198
Marathon Strategic Advisors, LLC is a FEE-ONLY investment manager formed under the premise that every investor deserves completely objective investment advice. We recognize that a one-size-fits-all approach to investing is not best for investors. We create custom-made investment portfolios based on a client's unique financial goals, risk tolerances, investment return expectations, investment horizons, tax bracket, and cash flow needs. Each client has ongoing, direct access to their portfolio manager. We have no conflicts of interest - we are only compensated directly by our clients and receive no commissions or economic reward from any other party. Our goal is to maximize our client's wealth over the long term, not our own!
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Firm Start Year
1999
No. of Employees
2-4
CRD#
2960004
Firm CRD#
117108
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
30
Number of Years with Current Firm
24
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning, Investment Advice & Management
Investment Types
Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Bonds
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Certifications, Accreditations & Designations
CFA®
Firm's Number of Clients
185
Firm's Number of Managed Clients
185
Assets Managed by Firm
$130,000,000
Advisor's Number of Clients
165
Advisor's Number of Managed Clients
165
Total Assets Under Management by Advisor
$100,000,000
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
MBA -
Columbia Business School - Master of Business
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Double Major in Economics and Mgt. -
Carnegie Mellon University - Double Major in
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