PPrivate Fund Data Log in Join · $37/mo

Marathon Financial Strategies

CRD 166289SEC# 801-135320
Export (members)
No longer SEC-registered. Marathon Financial Strategies appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$48.5M
Employees
1
Accounts
60
Location
—

Marathon Financial Strategies assets under management

Marathon Financial Strategies is an investment advisory firm registered with the SEC. It reports $48.5 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Marathon Financial Strategies owners & executives

1 reported
NameTitleOwnershipSince
Mark John Digiovanni ControlPresident - CcoOver 75%2012

Frequently asked questions

How much does Marathon Financial Strategies manage?

Marathon Financial Strategies reports $48.5 million in regulatory assets under management on its Form ADV.

How many employees does Marathon Financial Strategies have?

Marathon Financial Strategies reports 1 employees.

Does Marathon Financial Strategies disclose fund performance?

Marathon Financial Strategies is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours9:00a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$48.5M
Non-discretionary$0
Total (RAUM)$48.5M