MARQUETTE ASSOCIATES, INC.

180 North Lasalle Street
Suite 3500
Chicago, Illinois 60601
Tel: 312-527-5500

About MARQUETTE ASSOCIATES, INC.

MARQUETTE ASSOCIATES, INC, formally registered with the SEC as MARQUETTE ASSOCIATES, INC. The firm was established in 03/25/1997. They have over 7 offices throughout the country.

MARQUETTE ASSOCIATES, INC. is a Chicago, Illinois based Financial Planning firm with nearly $22,953,418,640 assets under management, offering retirement planning & investment advisory services to 217 clients. The firm is staffed with 132 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	21572
SEC#	801-54006
Assets Managed by Firm	$22,953,418,640
No. of Clients	217
No. of Advisors	132

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETAINER BASED FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	217	$22,953,418,640
High net worth individuals	60	$3,363,743,439
Pension and profit sharing plans	25	$10,655,642,964
Charitable organizations	72	$3,084,853,280
Corporations or other businesses	1	$27,024,002

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