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MARATHON MISSION, INC.
CRD 288654 · SEC 801-110817
930 ALBANY SHAKER ROAD STE 105 B, LATHAM, NY, 12110, United States
Phone
(518) 689-0773
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.1M
Discretionary AUM
$177.1M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $39.8M |
| High net worth individuals | 63 | $136.1M |
| Charitable organizations | 3 | $818K |
| Corporations/business entities | 1 | $286K |
States served
NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD