Marathon Investment Programs

Marathon Investment Programs (CRD# 111487) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $58,000,000 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $439,394
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, NV

Financial Advisors at Marathon Investment Programs
Showing 1 - 2 of 2 top financial advisors.
1
Frederick D. Harnsberger
CRD#: 2354522
Santa Barbara, CA
93
Wealthminder
score

Frederick Harnsberger (CRD# 2354522) is an Investment Advisor Representative working at Marathon Investment Programs in Santa Barbara, CA and has over 22 years of experience in the finance industry.

2
Paul J. Malcolm
CRD#: 5376416
902 El Rancho Road, Santa Barbara, CA 93108
93
Wealthminder
score

Paul Malcolm (CRD# 5376416) is an Investment Advisor Representative working at Marathon Investment Programs in Santa Barbara, CA and has over 9 years of experience in the finance industry.

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