1 South Pinckney Street
Suite 800
Madison, Wisconsin 53703
Tel: 608-729-0949
ISTHMUS PARTNERS, LLC, formally registered with the SEC as ISTHMUS PARTNERS, LLC. The firm was established in 05/19/2014. They have over 1 offices throughout the country.
ISTHMUS PARTNERS, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $1,296,248,165 assets under management, offering retirement planning & investment advisory services to 1732 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 171279 |
SEC# | 801-79683 |
Assets Managed by Firm | $1,296,248,165 |
No. of Clients | 1732 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1732 | $1,296,248,165 |
Individuals (other than high net worth individuals) | 149 | $115,982,423 |
High net worth individuals | 191 | $1,023,569,844 |
Pension and profit sharing plans | 14 | $52,535,937 |
Charitable organizations | 5 | $86,794,398 |
Corporations or other businesses | 5 | $17,365,563 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
$151,331,807,781 | 259 | 503 | |
$35,460,961,000 | 350 | 64 | |
$28,558,864,166 | 31 | 14 |
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