Marathon Investment Management, Inc.

Marathon Investment Management, Inc. (CRD# 107443) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $80,602,308 in 718 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    718
    ACCOUNTS
  • Average Account Value
    $112,259
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, NY, TX

Financial Advisors at Marathon Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Edgar G. Gumbiner
CRD#: 857834
6565 South Dayton Street, Suite 1200, Greenwood Village, CO 80111
93
Wealthminder
score

Edgar Gumbiner (CRD# 857834) is an Investment Advisor Representative working at Marathon Investment Management, Inc. in Greenwood Village, CO and has over 31 years of experience in the finance industry.

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