Marquette Associates, Inc.
Firm details
- Headquarters
- West Chester, Pennsylvania
- CRD number
- 118655
- Registered since
- April 16, 2010
- Website
- www.marquetteassociates.com
- Custodians
- WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- State / Municipal Government99.04%
- HNWI0.96%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Marquette Associates, Inc. is a corporate, SEC-registered institutional registered investment adviser that serves both individual/family clients and institutional clients. The firm describes itself as a capital allocator and provides a mix of advisory services including portfolio management for individuals and small businesses, pension consulting, manager selection, publications, and educational seminars. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Marquette Associates was recognized on investor.com’s "Top RIA Firms to Watch" list in 2020. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Private Funds17%
- Other10%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Linsey Payne
Partner and Chief Compliance OfficerCRD 7424047
Brian Wrubel
Chief Executive OfficerCRD 1912479
Contacts
3 of 3
Sarah Wilson
Senior Vice PresidentCRD 3109538
Lee Martin
PartnerCRD 4410962
Patrick Wing
PartnerCRD 6245272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Chester, PA
Chester
Location
West Chester, PA
Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 600 Willowbrook Ln
- Time zone
- ET (UTC-5)
- Office locations
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