M
$48.5M Total AUM
$48.5M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 11-29-2012
- Office Locations
- 1
Office Locations
-- Brunswick GA
About Marathon Financial Strategies
Marathon Financial Strategies is a Brunswick-based RIA. The firm has been operating for 13 years. Managing $48.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
70 AVG AGE
$48.5M AVG AUM / ADVISOR
$808.3K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Signal meridian Peak meridian
Custodian
Frontier
Investment Themes
Quantum fusion Beacon Value
Investment Vehicles
Pathway
Services
Timber Frontier meridian Value Vital Atlas Beacon Pioneer bridge
Technology
Vertex
Owner & Executives
MARK JOHN DIGIOVANNI
--
- CRD
- #2539862
- Ownership
- 75% or more
(702) 889-2089
unison.vertex@glaciercapital.com
in linkedin.com/in/peak-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,500,000
Equity - Exchange:
16.1% Cash:
30.1% Corporate - Investment Grade:
15.7% U.S. Government/Agency:
38.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,242,954,278 | 16.1% |
| Cash | $2,323,784,084 | 30.1% |
| Corporate - Investment Grade | $1,212,073,426 | 15.7% |
| U.S. Government/Agency | $2,941,401,117 | 38.1% |
| Total | $7,720,212,905 | 100.0% |