Unclaimed Profile

Sheera Lee Gumbiner

MARATHON INVESTMENT MANAGEMENT, INC.·GREENWOOD VILLAGE, Colorado

Clean recordMARATHON INVESTMENT MANAGEMENT, INC.

6565 SOUTH DAYTON, GREENWOOD VILLAGE, CO 80111CRD# 4362805Firm CRD# 107443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sheera Lee Gumbiner · GREENWOOD VILLAGE, CO

Registration

CRD #4362805 · MARATHON INVESTMENT MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MARATHON INVESTMENT MANAGEMENT, INC.

AUM

$64M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4362805

Firm CRD# 107443

View on FINRA BrokerCheck →

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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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