Marathon Financial Advisors
Marathon Financial Advisors (CRD# 104835) is a financial advisory firm headquartered in Pacifci Grove, CA. They manage $71,620,992 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Marathon Financial Advisors
By the Numbers
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Total Assets Under Management72MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$1,884,763
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Marathon Financial Advisors
1
Matthew Johnson (CRD# 3242623) is an Investment Advisor Representative working at Marathon Financial Advisors in Unit 616, CA and has over 24 years of experience in the finance industry.
2
Lynda Johnson (CRD# 5286242) is an Investment Advisor Representative working at Marathon Financial Advisors in Pacific Grove, CA and has 1 year of experience in the finance industry.
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