MARATHON MISSION, INC.
CRD #288654 SEC #801-110817 LATHAM, NY (518) 689-0773
SEC Registered
Total AUM
$154.7M
Discretionary
$154.7M
Employees
3
Clients
101
Accounts
528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $154.7M | $154.7M | $0 | 3 | 0 |
| May 2025 | $154.7M | $154.7M | $0 | 2 | 0 |
| Jan 2025 | $154.7M | $154.7M | $0 | 2 | 0 |
| Feb 2024 | $130.2M | $130.2M | $0 | 2 | 0 |
| Jun 2023 | $105.1M | $105.1M | $0 | 2 | 0 |
| Jan 2023 | $105.1M | $105.1M | $0 | 2 | 0 |
| Jun 2022 | $106.6M | $106.6M | $0 | 2 | 0 |
| Feb 2022 | $106.6M | $106.6M | $0 | 2 | 0 |
| Sep 2021 | $86.1M | $81M | $5.1M | 2 | 0 |
| Aug 2021 | $86.1M | $81M | $5.1M | 2 | 0 |
| Feb 2021 | $86.1M | $81M | $5.1M | 2 | 0 |
| Jun 2020 | $74.3M | $69.7M | $4.6M | 2 | 0 |
| Jun 2020 | $74.3M | $69.7M | $4.6M | 2 | 0 |
| Jun 2020 | $74.3M | $69.7M | $4.6M | 2 | 0 |
| Jan 2020 | $74.3M | $69.7M | $4.6M | 1 | 0 |
| Jan 2020 | $57.8M | $53.9M | $4M | 1 | 0 |
| Feb 2019 | $57.8M | $53.9M | $4M | 1 | 0 |
| Feb 2019 | $57.8M | $53.9M | $4M | 1 | 0 |
| Feb 2019 | $57.8M | $53.9M | $4M | 1 | 0 |
| Nov 2018 | $57.4M | $53.4M | $4.1M | 1 | 5 |
| Feb 2018 | $57.4M | $53.4M | $4.1M | 1 | 5 |
| Dec 2017 | $56.2M | $52.2M | $4M | 1 | 167 |
| Oct 2017 | $55.2M | $51.2M | $4M | 1 | 1 |
| Aug 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$154.7M
Discretionary$154.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$86.1M
Discretionary$81M
Non-Disc.$5.1M
Employees2
Clients0
DateAug 2021
Total AUM$86.1M
Discretionary$81M
Non-Disc.$5.1M
Employees2
Clients0
DateFeb 2021
Total AUM$86.1M
Discretionary$81M
Non-Disc.$5.1M
Employees2
Clients0
DateJun 2020
Total AUM$74.3M
Discretionary$69.7M
Non-Disc.$4.6M
Employees2
Clients0
DateJun 2020
Total AUM$74.3M
Discretionary$69.7M
Non-Disc.$4.6M
Employees2
Clients0
DateJun 2020
Total AUM$74.3M
Discretionary$69.7M
Non-Disc.$4.6M
Employees2
Clients0
DateJan 2020
Total AUM$74.3M
Discretionary$69.7M
Non-Disc.$4.6M
Employees1
Clients0
DateJan 2020
Total AUM$57.8M
Discretionary$53.9M
Non-Disc.$4M
Employees1
Clients0
DateFeb 2019
Total AUM$57.8M
Discretionary$53.9M
Non-Disc.$4M
Employees1
Clients0
DateFeb 2019
Total AUM$57.8M
Discretionary$53.9M
Non-Disc.$4M
Employees1
Clients0
DateFeb 2019
Total AUM$57.8M
Discretionary$53.9M
Non-Disc.$4M
Employees1
Clients0
DateNov 2018
Total AUM$57.4M
Discretionary$53.4M
Non-Disc.$4.1M
Employees1
Clients5
DateFeb 2018
Total AUM$57.4M
Discretionary$53.4M
Non-Disc.$4.1M
Employees1
Clients5
DateDec 2017
Total AUM$56.2M
Discretionary$52.2M
Non-Disc.$4M
Employees1
Clients167
DateOct 2017
Total AUM$55.2M
Discretionary$51.2M
Non-Disc.$4M
Employees1
Clients1
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0