1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MARIETTA INVESTMENT PARTNERS, LLC

Map pinMILWAUKEE, WI
Phone414-289-9080
NotebookSEC #801-57179
Total AUM
$683.7M
Employees
8
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
833 EAST MICHIGAN STREET
SUITE 980
MILWAUKEE
WI 53202
United States
Operating Hours
8:30 A.M. - 4:30 P.M.
MONDAY - THURSDAY
Phone
414-289-9080

ReceiptFinancials

Total AUM
$683.7M
Accounts
151
Discretionary
$683.7M
Accounts
151
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
82
AUM
$46.1M
HNW Individual Clients
55
AUM
$575.5M
Charitable Organization Clients
10
AUM
$51M
Insurance Company Clients
1
AUM
$4.8M
Corporation or Business Clients
1
AUM
$6.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLANHNYTXWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account