Marathon Retirement Planning
Marathon Retirement Planning (CRD# 281900) is a financial advisory firm headquartered in Dublin, CA. They manage $56,499,021 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management56MILLION
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$553,912
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Marathon Retirement Planning
No Advisor Found.
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