Investment adviser · CRD 107443

MARATHON INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

GREENWOOD VILLAGE, CO, United States · Form ADV filed Jun 13, 2012

Regulatory AUM
$64M
Form ADV · Item 5.F
Client accounts
707
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 13, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6565 SOUTH DAYTON, SUITE 1200
GREENWOOD VILLAGE, CO, 80111, United States

CRD 107443

Filing source

Form ADV 650331 · Jun 13, 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.