MARATHON INVESTMENT MANAGEMENT, INC.

GREENWOOD VILLAGE, Colorado·2 registered advisors·CRD# 107443
SEC# 801-53893303-708-0667
01

Firm Overview

AUM
$64M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MARATHON INVESTMENT MANAGEMENT, INC.

2 registered advisors
Edgar George Aaron Gumbiner
GREENWOOD VILLAGE, Colorado
Sheera Lee Gumbiner
GREENWOOD VILLAGE, Colorado
05

Office Locations

GREENWOOD VILLAGE, Colorado
2 advisors

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Data sourced from SEC Form ADV filings. MARATHON INVESTMENT MANAGEMENT, INC. (CRD# 107443) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.