MARATHON FINANCIAL ADVISORS

MARATHON FINANCIAL ADVISORS of PACIFIC GROVE, CA is an SEC-registered investment adviser (CRD 104835). Regulatory assets under management: $69.0M.

Registration

• CRD: 104835
• SEC file number: 801-34772
• Type: Registered investment adviser
• Location: 153 17TH ST., PACIFIC GROVE, CA, 93950
• Phone: 408-613-0474
• Latest filing: 2026-01-24
• Regulatory AUM: $69.0M
• Non-discretionary AUM: $69.0M
• Clients: 2
• Accounts: 36

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 104835 on SEC IAPD (source of record)
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