← Back to searchVisit website
MARATHON FINANCIAL ADVISORS
JOHNSON LYNDA ANN
CRD 104835 · SEC 801-34772
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$69.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 40 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $6.0M |
| High net worth individuals | 28 | $63.0M |
All web addresses on file
Official SEC filing: View on IAPD