180 North Lasalle Street
Suite 3500
Chicago, Illinois 60601
Tel: 312-527-5500
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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