RIA Intel›Advisers›California›MARATHON RETIREMENT PLANNING, INC

MARATHON RETIREMENT PLANNING, INC

Advisory

DUBLIN, CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in CA

#3,202

of 5,480 advisers by AUM

Average account

$342K

across 188 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$64M

Discretionary AUM$64M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients116

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

116 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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