Marathon Financial Group
Marathon Financial Group is an SEC-registered wealth manager in Boston, MA with $307.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Marathon Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338006, SEC 801-134223, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $307.8M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Boston, MA
- Employees
- 6
- Clients
- 118
- CRD
- 338006
- Ownership
- YEAGER, JONATHAN, PAUL; BROWN IV, CHARLES, G
How much AUM does Marathon Financial Group have?
Marathon Financial Group reported $307.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Marathon Financial Group?
Disclosed owners and executives of Marathon Financial Group include YEAGER, JONATHAN, PAUL, BROWN IV, CHARLES, G. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.