Marathon Wealth Management, LLC

Marathon Wealth Management, LLC (CRD# 309337) is a financial advisory firm headquartered in , . They manage $12,000,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/melinda-satterlee-597469161
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $631,579
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Marathon Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Melinda Satterlee, financial advisor Medina WA
Melinda S. Satterlee
CRD#: 2344544
Medina, WA

Melinda Satterlee (CRD# 2344544) is an Investment Advisor Representative working at Marathon Wealth Management, LLC in Medina, WA and has over 30 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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