MARATHON MISSION

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	503	$130.2M
Non-Discretionary	0	$0
Total	503	$130.2M

Clients

Type	Number	RAUM
Individuals	162	$34.9M
HNW Individuals	56	$94.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$313,657
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$73,938
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-110817
SEC ERA File Number	801-110817
SEC CIK Numbers	1987261
SEC CRD Numbers	288654
Legal Entity Identifier	None

Principal Office

930 ALBANY SHAKER ROAD
STE 104
LATHAM
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic