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Marathon Retirement Planning, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on April 15, 2017
    • $38.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 192
      Accounts
    • $197.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Daniel W. Leonard, CFP®, CASL®
February 2016
Anthony Joseph Pontes
September 2016

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Daniel Whitby Leonard President/Cco October, 2015 50% to 75%
    Anthony Joseph Pontes Chief Financial Officer September, 2016 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Commissions