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KIRR, MARBACH & COMPANY, LLC
621 Washington Street
Columbus, Indiana 47201-6231
Tel: 812-376-9444
About KIRR, MARBACH & COMPANY, LLC
KIRR, MARBACH & COMPANY, LLC, formally registered with the SEC as KIRR, MARBACH & COMPANY, LLC. The firm was established in 06/02/1975. They have over 1 offices throughout the country.
KIRR, MARBACH & COMPANY, LLC is a Columbus, Indiana based Financial Planning firm with nearly $434,607,983 assets under management, offering retirement planning & investment advisory services to 245 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104634 |
| SEC# | 801-10809 |
| Assets Managed by Firm | $434,607,983 |
| No. of Clients | 245 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 245 | $434,607,983 |
| Individuals (other than high net worth individuals) | 88 | $36,391,052 |
| High net worth individuals | 73 | $259,913,907 |
| Pension and profit sharing plans | Fewer than 5 clients | $13,826,403 |
| Corporations or other businesses | 5 | $24,224,968 |
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