Marathon Financial Advisors

Overview

Marathon Financial Advisors operates as an independent RIA organized as a sole proprietorship with an individual owner. The firm provides portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. Marathon identifies its client base as individual and family investors, and it reports operating a non-discretionary advisory model. The adviser is not registered as a multi-state adviser, does not describe itself as an active ESG investor, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives