1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARATHON INVESTMENT MANAGEMENT, INC.

Map pinGREENWOOD VILLAGE, CO
Phone303-708-0667
NotebookSEC #801-53893
Total AUM
$64M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6565 SOUTH DAYTON
SUITE 1200
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
303-708-0667

ReceiptFinancials

Total AUM
$64M
Accounts
707
Discretionary
$54.8M
Accounts
564
Non-Discretionary
$9.2M
Accounts
143

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account