600 Willowbrook Lane
Suite 610
West Chester, Pennsylvania 19382
Tel: 610-719-0300
MARQUETTE ASSOCIATES, INC, formally registered with the SEC as MARQUETTE ASSOCIATES, INC. The firm was established in 04/16/2010. They have over 2 offices throughout the country.
MARQUETTE ASSOCIATES, INC. is a West Chester, Pennsylvania based Financial Planning firm with nearly $410,559,528 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 118655 |
SEC# | 801-71334 |
Assets Managed by Firm | $410,559,528 |
No. of Clients | 12 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12 | $410,559,528 |
High net worth individuals | 2 | $7,851,630 |
Pension and profit sharing plans | 1 | $14,600,093 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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