MARATHON WEALTH MANAGEMENT, INC.

MELVILLE, New York·1 registered advisor·CRD# 289119
SEC# 801-1116481(631) 760-8385
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MARATHON WEALTH MANAGEMENT, INC.

1 registered advisor
Aaron D Lieberman
MELVILLE, New York
05

Office Locations

MELVILLE, New York
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MARATHON WEALTH MANAGEMENT, INC. (CRD# 289119) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.