Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > milwaukee > MARIETTA INVESTMENT PARTNERS, LLC
MARIETTA INVESTMENT PARTNERS, LLC
100 East Wisconsin Avenue, Suite 2650
Milwaukee, Wisconsin 53202
Tel: 414-289-9080
About MARIETTA INVESTMENT PARTNERS, LLC
MARIETTA INVESTMENT PARTNERS, LLC, formally registered with the SEC as MARIETTA INVESTMENT PARTNERS, LLC. The firm was established in 01/20/2000. They have over 1 offices throughout the country.
MARIETTA INVESTMENT PARTNERS, LLC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $535,555,196 assets under management, offering retirement planning & investment advisory services to 347 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108479 |
| SEC# | 801-57179 |
| Assets Managed by Firm | $535,555,196 |
| No. of Clients | 347 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 347 | $535,555,196 |
| Individuals (other than high net worth individuals) | 79 | $30,210,719 |
| High net worth individuals | 57 | $473,819,462 |
| Charitable organizations | 5 | $23,526,737 |
| Corporations or other businesses | Fewer than 5 clients | $4,482,880 |
More Retirement Planning firms in Milwaukee, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
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 | |
| $14,936,427,714 | 769 | 26 |
Explore More Retirement Advisors in Milwaukee, Wisconsin