Sign in
Create a free account
MARQUETTE ASSOCIATES, INC.
CHICAGO, IL
312-527-5500
SEC #801-54006Total AUM
$47.1B
Employees
147Clients
348Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
180 NORTH LASALLE STREET
SUITE 3500
CHICAGO
IL 60601
United States
SUITE 3500
CHICAGO
IL 60601
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
312-527-5500
Other Offices
8
Financials
Total AUM
$47.1B
Accounts
348Discretionary
$29.5B
Accounts
216Non-Discretionary
$17.5B
Accounts
132
Clients
HNW Individual Clients
103AUM
$4.9B
Pension/Profit Sharing Plan Clients
29AUM
$17.2B
Charitable Organization Clients
143AUM
$17.2B
Government Entity Clients
52AUM
$5.3B
Corporation or Business Clients
2AUM
$48.2M
Other Clients
19AUM
$2.3B
Description of Other Clients
TAFT-HARTLEY HEALTH & WELFARE SELF-INSURANCE
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER BASED FEE
Compliance
Disclosures
None reported
State Registrations
CACODCDEFLGAIAILINKSKYLAMAMDMIMNMONCNENHNJNYOHPATNTXVAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.