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Building 2MARATHON CAPITAL MANAGEMENT

Map pinHUNT VALLEY, MD
Phone410-329-1522
NotebookSEC #801-62793
Total AUM
$790.1M
Employees
7
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 NORTH PARK DRIVE
SUITE 106
HUNT VALLEY
MD 21030-1806
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
410-329-1522

ReceiptFinancials

Total AUM
$790.1M
Accounts
668
Discretionary
$790.1M
Accounts
668
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
99
AUM
$24.2M
HNW Individual Clients
182
AUM
$485.5M
Charitable Organization Clients
5
AUM
$280.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLMAMDNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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