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Sheera Lee Gumbiner

MARATHON INVESTMENT MANAGEMENT, INC.·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
6565 SOUTH DAYTON, GREENWOOD VILLAGE, CO 80111CRD# 4362805Firm CRD# 107443
01

About

Sheera Lee Gumbiner is a registered financial advisor based in GREENWOOD VILLAGE, Colorado, affiliated with MARATHON INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MARATHON INVESTMENT MANAGEMENT, INC.
MARATHON INVESTMENT MANAGEMENT, INC.
AUM
$64M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MARATHON INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4362805
Firm CRD# 107443
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheera Lee Gumbiner offer?
Sheera Lee Gumbiner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Sheera Lee Gumbiner's credentials?
Sheera Lee Gumbiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheera Lee Gumbiner located?
Sheera Lee Gumbiner is based in GREENWOOD VILLAGE, Colorado, working with MARATHON INVESTMENT MANAGEMENT, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Sheera Lee Gumbiner charge for services?
Sheera Lee Gumbiner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARATHON INVESTMENT MANAGEMENT, INC.?
MARATHON INVESTMENT MANAGEMENT, INC. has approximately 1 employees and manages $64M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARATHON INVESTMENT MANAGEMENT, INC.

Edgar George Aaron Gumbiner
GREENWOOD VILLAGE, CO

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