CRD: 319258
Marathon Retirement Planning
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- Custodian
- Charles Schwab & Company · ETC Brokerage · TD Ameritrade
- Clients
- Retail
- Platforms
- Prime quantum
- Established Date
- 10-01-2021
- Office Locations
- 1
Office Locations
About Marathon Retirement Planning
Marathon Retirement Planning is a Dublin, CA-based RIA focused on retail retirement planning, combining financial planning with portfolio management, risk management, and insurance/annuity guidance. Portfolios are primarily implemented with public funds and U.S. government/agency securities, with limited ETF use and a meaningful cash allocation. Custody includes Charles Schwab.
Team overview
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Owner & Executives
Anthony Joseph Pontes
Chief Compliance Officer, Chief Financial Officer, President
- CRD
- #1496668
- Ownership
- 75% or more
DANIEL JOSEPH BOWEN
Secretary
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,267,016,916 | 25.9% |
| Cash | $743,577,495 | 15.2% |
| U.S. Government/Agency | $1,584,994,135 | 32.4% |
| Equity - Exchange | $1,296,368,660 | 26.5% |
| Total | $4,891,957,206 | 100.0% |