Marathon Mission, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$175,948,417
Clients
222
Advisors
3
of 3 employees
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
Expertise
Fee options
Wills - Single: $1,250; Wills - Couple: $1,500; Trusts (per): $2,700 (starting fees)
$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%
Account minimum: $500,000
Main office
930 Albany Shaker Road Ste 105 B
Latham NY 12110
Advisors at this office
3
Most active in
Florida · New Hampshire · New York · Texas
Also doing business as
Marathon Mission · Marathon Mission Wealth Management · Marathon Mission, Inc. · Michael S Ryan, Inc · Michael S Ryan, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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