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Building 2MARQUETTE WEALTH MANAGEMENT

Map pinMINNEAPOLIS, MN
Phone612-661-3770
NotebookSEC #801-107122
Total AUM
$871.6M
Employees
7
Clients
242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 SOUTH FIFTH STREET
SUITE 2800
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
612-661-3770
Other Offices
1

ReceiptFinancials

Total AUM
$871.6M
Accounts
620
Discretionary
$871.6M
Accounts
620
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$30.6M
HNW Individual Clients
115
AUM
$761.3M
Pension/Profit Sharing Plan Clients
2
AUM
$7.8M
Charitable Organization Clients
7
AUM
$35.8M
Corporation or Business Clients
2
AUM
$25.7M
Other Clients
7
AUM
$10.4M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMNNHSDTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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