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ISTHMUS PARTNERS, LLC
MADISON, WI
608-729-0949
SEC #801-79683Total AUM
$1.4B
Employees
17Clients
381Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 SOUTH PINCKNEY STREET
SUITE 800
MADISON
WI 53703
United States
SUITE 800
MADISON
WI 53703
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
608-729-0949
Financials
Total AUM
$1.4B
Accounts
1,894Discretionary
$1.4B
Accounts
1,504Non-Discretionary
$77.3M
Accounts
390
Clients
Individual Clients
149AUM
$138M
HNW Individual Clients
208AUM
$1.1B
Pension/Profit Sharing Plan Clients
14AUM
$35.7M
Charitable Organization Clients
5AUM
$96.4M
Corporation or Business Clients
5AUM
$26.1M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILMNNCTXWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.