Marathon Retirement Planning

Marathon Retirement Planning (CRD# 319258) is a financial advisory firm headquartered in Dublin, CA. They manage $62,000,000 in 206 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
11501 Dublin Blvd., Suite 316, Dublin, CA 94568
http://www.marathonretirementplanning.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $300,971
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Marathon Retirement Planning
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Pontes, financial advisor Dublin CA
Anthony J. Pontes
CRD#: 1496668
11501 Dublin Blvd., Suite 316, Dublin, CA 94568

Anthony Pontes (CRD# 1496668) is an Investment Advisor Representative working at Marathon Retirement Planning in Dublin, CA and has over 29 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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