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Building 2MARATHON MISSION, INC.

Map pinLATHAM, NY
Phone(518) 689-0773
NotebookSEC #801-110817
Total AUM
$177.1M
Employees
3
Clients
226

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
930 ALBANY SHAKER ROAD STE 105 B
LATHAM
NY 12110
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(518) 689-0773

ReceiptFinancials

Total AUM
$177.1M
Accounts
518
Discretionary
$177.1M
Accounts
518
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$39.8M
HNW Individual Clients
63
AUM
$136.1M
Charitable Organization Clients
3
AUM
$817.9K
Corporation or Business Clients
1
AUM
$286K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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