MARQUETTE ASSOCIATES, INC.

RIASEC RegisteredEst. 2010

Total AUM

$316M

Discretionary

$313M

99% of AUM

Avg account

$63.1M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Marquette Associates, Inc. is a corporate investment adviser that has been SEC-registered since 2010 and describes itself as a capital allocator serving both individual/family and institutional clients. Its ADV lists a mix of advisory activities including portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals or newsletters, and educational seminars/workshops. The firm bills through multiple fee arrangements (percentage of AUM, hourly, fixed and other fees). It does not identify as an active ESG investor and is not flagged as a multi-state or related adviser in the provided dataset. The firm was named a “Top RIA Firms to Watch” by investor.com in 2020.