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MARATHON RETIREMENT PLANNING
MARATHON RETIREMENT PLANNING, INC
CRD 319258
11501 DUBLIN BLVD., SUITE 316, DUBLIN, CA, 94568, United States
Phone
925-362-9523
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$64.3M
Discretionary AUM
$64.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $29.0M |
| High net worth individuals | 34 | $35.3M |
All web addresses on file
Official SEC filing: View on IAPD