MARQUETTE WEALTH MANAGEMENT

150 South Fifth Street
Suite 2800
Minneapolis, Minnesota 55402
Tel: 612-661-3770

About MARQUETTE WEALTH MANAGEMENT

MARQUETTE WEALTH MANAGEMENT, formally registered with the SEC as MARQUETTE WEALTH MANAGEMENT. The firm was established in 01/28/2016. They have over 1 offices throughout the country.

MARQUETTE WEALTH MANAGEMENT is a Minneapolis, Minnesota based Financial Planning firm with nearly $712,168,148 assets under management, offering retirement planning & investment advisory services to 584 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282482
SEC#	801-107122
Assets Managed by Firm	$712,168,148
No. of Clients	584
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	584	$712,168,148
Individuals (other than high net worth individuals)	94	$35,914,373
High net worth individuals	121	$592,145,710
Pension and profit sharing plans	3	$6,229,489
Charitable organizations	10	$43,561,119
Corporations or other businesses	2	$20,674,626

More Retirement Planning firms in Minneapolis, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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