Marathon Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156353
- Website
- marathon-investments.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.5%
- Individuals49.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Marathon Investments, LLC is an independently owned limited liability company that operates as a small, independent registered investment adviser focused on individual and family clients. The firm provides portfolio management services for individuals and small businesses and charges fees based on a percentage of assets under management. According to the available filings, Marathon Investments is not positioned as a capital allocator or pension consultant, it does not identify as an active ESG investor, and it is not registered as a multi-state adviser. The SEC registration year is not listed in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1Hendrik Dijs
PresidentCRD 2161469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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