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Building 2MARATHON WEALTH MANAGEMENT, INC.

Map pinMELVILLE, NY
Phone(631) 760-8385
NotebookSEC #801-111648
Total AUM
$150.5M
Employees
2
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
105 MAXESS ROAD
SUITE 124
MELVILLE
NY 11747
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(631) 760-8385
Other Offices
1

ReceiptFinancials

Total AUM
$150.5M
Accounts
200
Discretionary
$150.5M
Accounts
200
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$16.6M
HNW Individual Clients
40
AUM
$134M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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