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Building 2MARATHON FINANCIAL STRATEGIES

Map pin
Phone770-985-0650
NotebookSEC #801-135320
Total AUM
$48.5M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
770-985-0650
Other Offices
1

ReceiptFinancials

Total AUM
$48.5M
Accounts
60
Discretionary
$48.5M
Accounts
60
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$18M
HNW Individual Clients
20
AUM
$30.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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