ISTHMUS PARTNERS, LLC

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

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 Status	Approved
Firm CRD#	171279
SEC#	801-79683
Assets Managed by Firm	$1,296,248,165
No. of Clients	1732
No. of Advisors	16

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 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

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MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

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