M
$69.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberRadial
- Established Date
- 05-15-2012
- Office Locations
- 2
Office Locations
170 17th St. Suite E Pacific Grove CA
-- Unit 616 CA
About Marathon Financial Advisors
Marathon Financial Advisors is a SAN Jose-based RIA with 2 offices. The firm has been operating for 14 years. Managing $69.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$34.5M AVG AUM / ADVISOR
$907.9K AVG AUM / CLIENT
10.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Wave oak Prime
Client Personas
Eagle
Custodian
Legacy pioneer Element Crest timber Prime
Investment Themes
Momentum capital Element value
Investment Vehicles
Element crest
Services
Unison bridge Vital zenith Radial legacy Oak Prime
Technology
Delta value Ember
Owner & Executives
L
LYNDA ANN JOHNSON
Chief Compliance Officer
- CRD
- #5286242
- Ownership
- 75% or more
(306) 719-1909
atlas.pioneer@glaciercapital.com
in linkedin.com/in/beacon-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
M
MATTHEW MICHAEL JOHNSON
--
- CRD
- #3242623
(953) 350-6134
capital.atlas@horizoncapital.com
in linkedin.com/in/insight-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $69,000,000 | $458,333 |
| Total | $69,000,000 | $458,333 |
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Separately Managed Accounts
Total SMA Asset: $69,000,000
Public Funds:
31.3% Cash:
37.2% Equity - Exchange:
10.3% U.S. Government/Agency:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $385,951,553 | 31.3% |
| Cash | $458,702,804 | 37.2% |
| Equity - Exchange | $127,006,421 | 10.3% |
| U.S. Government/Agency | $261,411,275 | 21.2% |
| Total | $1,233,072,053 | 100.0% |