National Retirement Planning Experts

National Coverage
Local Professionals

ISTHMUS PARTNERS, LLC

1 South Pinckney Street
Suite 800
Madison, Wisconsin 53703
Tel: 608-729-0949

Need a Financial Advisor?
Compare Vetted Advisors

About ISTHMUS PARTNERS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#171279
SEC#801-79683
Assets Managed by Firm$1,296,248,165
No. of Clients1732
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1732$1,296,248,165
Individuals (other than high net worth individuals)149$115,982,423
High net worth individuals191$1,023,569,844
Pension and profit sharing plans14$52,535,937
Charitable organizations5$86,794,398
Corporations or other businesses5$17,365,563

More Retirement Planning firms in Madison, Wisconsin:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue
Milwaukee, WI, 53202-5391
$287,514,955,4533315004069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$281,345,911,20025260
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
$151,331,807,781259503
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd
Madison, WI, 53705
$35,460,961,00035064
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$28,558,864,1663114

Explore More Retirement Advisors in Madison, Wisconsin