$10.1M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Stifel
- Clients
- Retail
- Platforms
- Ember wave
- Established Date
- 02-17-2011
- Office Locations
- 1
Office Locations
-- NEW Canaan CT
About Marathon Investments, LLC
Marathon Investments, LLC is a NEW Canaan-based RIA. The firm has been operating for 15 years. Managing $10.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and Stifel. Services offered include Insurance, Portfolio Construction, Tax Planning.
Team overview
-- AVG AGE
$10.1M AVG AUM / ADVISOR
$388.5K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Harbor
Client Personas
Glacier
Investment Vehicles
Quantum prime
Services
Optima delta Crest radial Atlas unison
Technology
Focus focus
Owner & Executives
H
HENDRIK JAN DIJS
Manager, President
- CRD
- #2161469
- Ownership
- 75% or more
(223) 930-3170
delta.peak@atlascapital.com
in linkedin.com/in/signal-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,100,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,221,929,139 | 100.0% |
| Total | $2,221,929,139 | 100.0% |