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Marathon Mission, Inc.

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Client assets under management

$175,948,417

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Clients

222

28% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

74

High

Average account size

$792,560

About

Marathon Mission, Inc. provides discretionary portfolio management, pension consulting and standalone financial planning to individual and high-net-worth clients as well as retirement plans. The firm prepares an Investment Policy Statement for each client and offers estate-plan implementation support by coordinating third‑party legal providers.

The firm’s investment process combines fundamental and technical methods, including charting and modern portfolio theory, and it documents risk tolerance and objectives in each client’s IPS. Marathon Mission employs a range of strategies that include long‑term positions as well as margin, short sales and options trading (including uncovered strategies), and it also allocates to alternatives such as private placements, venture capital and real‑estate funds when appropriate.

Compared with many peers of similar size, Marathon Mission manages client assets in‑house rather than selecting third‑party managers and requires clients to custody assets at Charles Schwab & Co., Inc. Advisor Services. The firm also documents policies for fair allocation of limited opportunities (including IPOs) and discloses the receipt of research and other soft‑dollar benefits from its custodian, which can influence broker selection.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Annuities

Fee options

Fixed

Wills - Single: $1,250; Wills - Couple: $1,500; Trusts (per): $2,700 (starting fees)

Percentage

$0 - $100,000: 1.75% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.15% $2,000,001+: 1.00%

Other

Account minimum: $500,000

Main office location

Marathon Mission, Inc.

930 Albany Shaker Road Ste 105 B

Latham NY 12110, United States

Number of offices

1

Most active in

More info

Florida · New Hampshire · New York · Texas

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (518) 689-0773

Advisors at this firm

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Michael R

CFP®, Series 63, Series 65

Latham, NY

Marathon Mission, Inc.

Michael Ryan is a CFP® professional with 33 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been with Marathon Mission, Inc. since 2003. Marathon Mission, Inc. offers discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm applies a combination of fundamental, technical, and modern portfolio theory in its investment approach and manages approximately $154.7 million across its client base.

Options & derivatives strategies Private / alternative investments Concentrated stock management Annuities
user avatar

Jason D

Series 65

Latham, NY

Marathon Mission, Inc.

Jason Dongelewic is a Series 65 licensed advisor at Marathon Mission, Inc. with one year of industry experience. Prior to joining Marathon Mission, he was a student for several years. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and modern portfolio theory in its investment approach and manages approximately $154.7 million in client assets.

Options & derivatives strategies Private / alternative investments Concentrated stock management Annuities
user avatar

Laura S

Series 65

Latham, NY

Marathon Mission, Inc.

Laura Sodorsky is a financial advisor at Marathon Mission, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Marathon Mission since 2019, following two years at Auto/Mate Inc. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches and manages approximately $154.7 million in assets.

Options & derivatives strategies Private / alternative investments Concentrated stock management Annuities
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