MARQUETTE ASSOCIATES, INC.

600 Willowbrook Lane
Suite 610
West Chester, Pennsylvania 19382
Tel: 610-719-0300

About MARQUETTE ASSOCIATES, INC.

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETAINER BASED FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

	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

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