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MARQUETTE ASSOCIATES, INC.
WEST CHESTER, PA
610-719-0300
SEC #801-71334Total AUM
$315.7M
Employees
6Clients
5Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 WILLOWBROOK LANE
SUITE 610
WEST CHESTER
PA 19382
United States
SUITE 610
WEST CHESTER
PA 19382
United States
Operating Hours
9:00 A.M. - 5: P.M. EST
Monday - Friday
Monday - Friday
Phone
610-719-0300
Other Offices
1
Financials
Total AUM
$315.7M
Accounts
5Discretionary
$312.7M
Accounts
4Non-Discretionary
$3M
Accounts
1
Clients
HNW Individual Clients
1AUM
$3M
Government Entity Clients
4AUM
$312.7M
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
PA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.