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Building 2MARATHON FINANCIAL GROUP

Map pinBOSTON, MA
Phone857-201-3420
NotebookSEC #801-134223
Total AUM
$307.8M
Employees
6
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 DARTMOUTH STREET
3RD FLOOR
BOSTON
MA 02116
United States
Operating Hours
9AM-5PM
BY APPOINTMENT ONLY
Phone
857-201-3420
Other Offices
2

ReceiptFinancials

Total AUM
$307.8M
Accounts
656
Discretionary
$307.8M
Accounts
656
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$18.9M
HNW Individual Clients
86
AUM
$288.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLMANHNYRITX

HandshakeAffiliates

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

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