MARATHON RETIREMENT PLANNING

MARATHON RETIREMENT PLANNING of DUBLIN, CA is an SEC-registered investment adviser (CRD 319258). Regulatory assets under management: $64.3M.

Registration

• CRD: 319258
• Type: Registered investment adviser
• Location: 11501 DUBLIN BLVD., DUBLIN, CA, 94568
• Phone: 925-362-9523
• Latest filing: 2026-03-13
• Regulatory AUM: $64.3M
• Discretionary AUM: $64.3M
• Clients: 1
• Accounts: 188

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319258 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search