M
$12.4M Total AUM
$12.4M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-26-2018
- Office Locations
- 1
Office Locations
-- Suwanee GA
About Marathon Wealth Incorporated
Marathon Wealth Incorporated is a Suwanee-based RIA. The firm has been operating for 8 years. Managing $12.4M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$234.5K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SEAN CLARK GRAY
Chief Compliance Officer, President
- CRD
- #5841809
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,430,334 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,430,334 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing