Investment adviser · CRD 104835
MARATHON FINANCIAL ADVISORS
Investment adviser filing (IA)
JOHNSON LYNDA ANN
PACIFIC GROVE, CA, United States · Form ADV filed May 3, 2012
- Regulatory AUM
- $55M Form ADV · Item 5.F
- Client accounts
- 120 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 3, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
153 17TH ST.PACIFIC GROVE, CA, 93950, United States
CRD 104835
Filing source
Form ADV 644644 · May 3, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.