Marathon Wealth Management, INC

EST. AUM
$150,540,000

CONTACTS
2

CLIENT ACCOUNTS
200

Firm Details

Metro area New York City
CRD Number 289119
Website moderawealth.com
Client types

Overview

Marathon Wealth Management is dedicated to understanding clients' needs, clarifying their goals, and developing plans to achieve them. They offer support through life's transitions, providing guidance and ensuring clients remain on track towards their financial objectives. The company is committed to long-term client relationships.

Platform Details

Investment Preferences

Alternative Activity