Clifford
Athey
Marathon Capital Management
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About this Advisor
Clifford Athey is a financial advisor working out of Cockeysville, Maryland with a total of 7 years of industry experience. Athey is currently employed by Marathon Capital Management. Over the course of their career, Athey has held roles at Wunderlich Securities, Inc and Marathon Capital Management. Athey maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Marathon Capital Management is an advisory company headquartered in Cockeysville, MD. It controls $622 million in total assets across its 677 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 677 accounts, 40% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Marathon Capital Management offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely vary depending on which services are offered. Fee types charged by Marathon Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marathon Capital Management Brokerage Details
$621,557,037
6
677
$918,105
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Clifford Athey Work History
Clifford has been registered as a financial advisor for 7 years.*
Marathon Capital Management
Wunderlich Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clifford Athey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marathon Capital Management
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
Cockeysville, MD
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