Marathon Investment Management, Inc.

Marathon Investment Management, Inc. (CRD# 107443) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $126,636,449 in 904 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6535 South Dayton St, Suite 1675, Greenwood Village, CO 80111
http://marathoninvestments.com/
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    904
    ACCOUNTS
  • Average Account Value
    $140,085
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Marathon Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Edgar Gumbiner, financial advisor Greenwood Village CO
Edgar G. Gumbiner
CRD#: 857834
6565 South Dayton Street, Suite 1200, Greenwood Village, CO 80111

Edgar Gumbiner (CRD# 857834) is an Investment Advisor Representative working at Marathon Investment Management, Inc. in Greenwood Village, CO and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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