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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