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Building 2KIRR, MARBACH & COMPANY, LLC

Map pinCOLUMBUS, IN
Phone812-376-9444
NotebookSEC #801-10809
Total AUM
$587.7M
Employees
7
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
621 WASHINGTON STREET
COLUMBUS
IN 47201-6231
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
812-376-9444

ReceiptFinancials

Total AUM
$587.7M
Accounts
281
Discretionary
$587.7M
Accounts
281
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$39.2M
HNW Individual Clients
90
AUM
$347.9M
Investment Company Clients
1
AUM
$110.2M
Pension/Profit Sharing Plan Clients
1
AUM
$17.9M
Government Entity Clients
1
AUM
$32.2M
Corporation or Business Clients
1
AUM
$27.4M
Other Clients
1
AUM
$12.9M
Description of Other Clients
FOUNDATIONS/ENDOWMENTS

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILIN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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