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MARQUETTE ASSOCIATES, INC.

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

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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 StatusApproved
Firm CRD#118655
SEC#801-71334
Assets Managed by Firm$410,559,528
No. of Clients12
No. of Advisors6

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 ClientsAUM
Firm Total12$410,559,528
High net worth individuals2$7,851,630
Pension and profit sharing plans1$14,600,093

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VANGUARD GLOBAL ADVISERS, LLC
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$432,749,681,046153262
VANGUARD ADVISERS, INC.
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$333,066,527,2688044622107
SEI INVESTMENTS MANAGEMENT CORP
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Oaks, PA, 19456
$194,796,322,01393301411

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