Marathon Mission, Inc.
● SEC registered since 2017CRD 288654SEC# 801-110817Latham, NY
Reg. AUM
$177.1M
Employees
4
Accounts
518
Location
Latham, NY
About Marathon Mission
Marathon Mission provides high-quality asset management and comprehensive financial planning with portfolio decisions kept in-house. It offers personalized engagements covering investment planning and related areas without one-size-fits-all modeling.
Summary based on the firm’s website.
Marathon Mission, Inc. assets under management
Marathon Mission, Inc. operates as an SEC-registered investment adviser based in Latham, NY. The firm has been registered since 2017. It reports $177.1 million in regulatory assets under management and employs 4 people.
Marathon Mission, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Sean Ryan Control | President & Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Marathon Mission, Inc. manage?
Marathon Mission, Inc. reports $177.1 million in regulatory assets under management on its Form ADV.
How many employees does Marathon Mission, Inc. have?
Marathon Mission, Inc. reports 4 employees.
Where is Marathon Mission, Inc. located?
Marathon Mission, Inc. is based in Latham, NY and has been SEC-registered since 2017.
Does Marathon Mission, Inc. disclose fund performance?
Marathon Mission, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 930 Albany Shaker Road Ste 105 B, Latham, NY 12110 |
| Phone | (518) 689-0773 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.1M▲ 14%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$177.1Mregulatory AUM
Discretionary $177.1M